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 Utilities, Communication Services, Health Care. Inception date: 2002-02-19.

CITAX performance shows a YTD return of 1.62%. The 1-year return is 5.03% and the 5-year return is 4.42%. CITAX dividend yield stands at 5.82%, paid monthly.

CITAX top holdings include Capital Group Central Cash Fund (7.1%), Diebold Nixdorf Inc (1.5%), Dish Network Corp. 11.75% 11/15/2027 (1.0%), Mpt Operating Partnership, Lp 5.00% 10/15/2027 (0.8%), Echostar Corp. 10.75% 11/30/2029 (0.8%). 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.