ATHWX Mutual Fund

ATHWX Mutual Fund (American Century Heritage Fund R Class) is managed by American Century Investments with $23.3M in net assets. ATHWX expense ratio is 1.50%, holding 83 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2007-09-28.

ATHWX performance shows a YTD return of 2.53%. The 1-year return is -1.94% and the 5-year return is 2.70%. ATHWX dividend yield stands at 28.43%, paid annually.

ATHWX 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 ATHWX holdings, ATHWX sectors, or ATHWX dividends.

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