ATHGX Mutual Fund

NAV$26.11

AUM$1M

TER0.80%

Holdings83

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ATHGX Mutual Fund

NAV$26.11

American Century Heritage Fund R5 Class

AUM$1M

TER0.80%

Holdings83

See how much of ATHGX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	US	Global	96.44%
2	Luxembourg	Europe	0.86%
3	United Kingdom	Europe	0.76%
4	Bermuda	North America	0.73%
5	Switzerland	Europe	0.73%
6	Canada	North America	0.54%

ATHGX Mutual Fund Geographic Allocation

ATHGX geographic allocation spans US (96.4%), Luxembourg (0.9%), United Kingdom (0.8%), Bermuda (0.7%), Switzerland (0.7%). The fund covers 3 regions.

ATHGX country exposure helps investors assess international diversification and geopolitical risk. ATHGX sectors alongside geography give a fuller picture of portfolio allocation.