CITAX Mutual Fund

CITAX Mutual Fund (American High-Income Trust Fund Class 529A) is managed by American Funds with $49.2M in net assets. CITAX expense ratio is 0.76%, holding 1018 positions across sectors including Financials, Communication Services, Energy. Inception date: 2002-02-19.

CITAX performance shows a YTD return of 2.29%. The 1-year return is 4.22% and the 5-year return is 4.55%. CITAX dividend yield stands at 6.38%, paid monthly.

CITAX top holdings include Capital Group Central Cash Fund (8.2%), Diebold Nixdorf Inc (1.7%), Dish Network Corp 144A W/O Rts 11.75 11/15/2027 (0.9%), Cash And Other Assets Less Liablities (0.8%), Connect Finco Sarl 9 09/15/2029 (0.7%). Go to all CITAX holdings, CITAX sectors, or CITAX dividends.

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