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American Century Heritage A ATHAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis ATHAX

Will ATHAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATHAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ATHAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ATHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still evolving.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Century Heritage's overhauled process has some unique traits, but this group needs to prove it can execute.

by Stephen Welch
Rated on Published on

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