BIGRX Mutual Fund

BIGRX Mutual Fund (American Century Disciplined Value Fund Investor Class) is managed by American Century Investments with $1.62B in net assets. BIGRX expense ratio is 0.65%, holding 194 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1990-12-17.

BIGRX performance shows a YTD return of 15.29%. The 1-year return is 29.22% and the 5-year return is 8.45%. BIGRX dividend yield stands at 7.74%, paid quarterly.

BIGRX top holdings include Jpmorgan Chase (3.5%), Johnson & Johnson - Common (3.4%), Merck & Company Inc (2.8%), Citigroup Inc. (2.1%), Alphabet Inc. C (2.0%). Go to all BIGRX holdings, BIGRX sectors, or BIGRX dividends.

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