ATHDX Mutual Fund

ATHDX Mutual Fund (American Century Heritage Fund R6 Cl) is managed by American Century Investments with $178.9M in net assets. ATHDX expense ratio is 0.65%, holding 101 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2013-07-26.

ATHDX performance shows a YTD return of 1.78%. The 1-year return is -0.42% and the 5-year return is 3.71%.

ATHDX top holdings include Snowflake Inc (3.9%), Cloudflare Inc (180 Day Lockup) (3.5%), Datadog Inc (3.4%), Howmet Aerospace (2.7%), Comfort Systems USA Inc. (2.4%). Go to all ATHDX holdings, ATHDX sectors, or ATHDX dividends.

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