TWHIX Mutual Fund

TWHIX Mutual Fund (American Century Heritage Fund Investor Class) is managed by American Century Investments with $3.74B in net assets. TWHIX expense ratio is 1.00%, holding 83 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 1987-11-10.

TWHIX performance shows a YTD return of 2.89%. The 1-year return is -1.42% and the 5-year return is 3.22%. TWHIX dividend yield stands at 21.52%, paid annually.

TWHIX 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 TWHIX holdings, TWHIX sectors, or TWHIX dividends.

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