ATHIX Mutual Fund

ATHIX Mutual Fund (American Century Heritage Fund I Class) is managed by American Century Investments with $243.4M in net assets. ATHIX expense ratio is 0.80%, holding 83 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 1997-06-16.

ATHIX performance shows a YTD return of 2.96%. The 1-year return is -1.21% and the 5-year return is 3.43%. ATHIX dividend yield stands at 18.12%, paid annually.

ATHIX top holdings include Vertiv Holding Corp (4.7%), Hilton Worldwide Holdings, Inc. (4.4%), Howmet Aerospace Inc. (4.0%), Quanta (3.4%), Monolithic Power Systems Inc Mpwr Us Equity (3.0%). Go to all ATHIX holdings, ATHIX sectors, or ATHIX dividends.

ATHIX can be compared against other funds. Use ATHIX overlap to find shared positions, or ATHIX vs another fund for a side-by-side view. ATHIX alternatives are available via the screener, along with tax-loss harvesting opportunities.