ATHDX – American Century Heritage R6 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the fund's investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TWHIX	American Century Heritage Fund Investor Class	No Load	Open			Nov 10, 1987	$3.81B	1.000%	Average	$2,500	−$606.15M
ACILX	American Century Heritage Fund G Class	No Load	Open		—	Mar 1, 2022	$607.06M	0.000%	Low	$0	−$106.96M
ATHIX	American Century Heritage Fund I Class	Institutional	Open			Jun 16, 1997	$219.54M	0.800%	Average	$5M	−$94.22M
ATHYX	American Century Heritage Fund Y Class	Institutional	Open			Apr 10, 2017	$101.90M	0.650%	Low	$0	$4.87M
ATHAX	American Century Heritage Fund A Class	Front Load	Open			Jul 11, 1997	$197.86M	1.250%	High	$2,500	−$41.94M
AHGCX	American Century Heritage Fund C Class	Level Load	Open			Jun 26, 2001	$1.53M	2.000%	High	$2,500	−$1.73M
ATHDX	American Century Heritage Fund R6 Class	Retirement, Large	Open			Jul 26, 2013	$291.50M	0.650%	Below Average	$0	−$11.16M
ATHGX	American Century Heritage Fund R5 Class	Retirement, Large	Open			Apr 10, 2017	$1.27M	0.800%	Above Average	$0	−$364,151.64
ATHWX	American Century Heritage Fund R Class	Retirement, Medium	Open			Sep 28, 2007	$22.81M	1.500%	High	$2,500	−$4.18M

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