AVLIX Mutual Fund

AVLIX Mutual Fund

NAV$9.36
See how much of AVLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$469M
Expense Ratio
0.74%
Dividend Yield (Current)
8.51%
Holdings
107
Inception Date
Jul 31, 1997
Fund Family
American Century Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+17.12%
1 Year+28.22%
3 Year+15.31%
5 Year+11.39%
10 Year+10.80%

Asset Allocation

Stocks: 97.67%
Bonds: 0.04%
Other: 2.29%
See how much of AVLIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
AMZNAmazon.Com Inc4.77%
AAPLApple, Inc4.32%
MSFTMicrosoft Corp2.83%
BRK.ABerkshire Hathaway Inc - Common Cl A2.82%
JPMJpmorgan Chase2.62%
Top 10 Concentration: 28.73%Report Date: Jun 30, 2026
Download all 107 holdings for AVLIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
8.51%
Frequency
Quarterly
Latest Distribution
$1.13
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

AVLIX Mutual Fund Overview

AVLIX Mutual Fund (American Century Value Fund Class I) is managed by American Century Investments with $469.2M in net assets. AVLIX expense ratio is 0.74%, holding 107 positions across sectors including Financials, Health Care, Industrials. Inception date: 1997-07-31.

AVLIX performance shows a YTD return of 17.12%. The 1-year return is 28.22% and the 5-year return is 11.39%. AVLIX dividend yield stands at 8.51%, paid quarterly.

AVLIX top holdings include Amazon.Com Inc (4.8%), Apple, Inc (4.3%), Microsoft Corp (2.8%), Berkshire Hathaway Inc - Common Cl A (2.8%), Jpmorgan Chase (2.6%). Go to all AVLIX holdings, AVLIX sectors, or AVLIX dividends.

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