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Morningstar

American Century Heritage I ATHIX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 26.98  /  +0.56 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 51%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ATHIX

Will ATHIX 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 ATHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ATHIX 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 ATHIX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ATHIX

More ATHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Consumer Cyclical

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Technology

HubSpot Inc

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Technology

The Trade Desk Inc Class A

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Technology

Church & Dwight Co Inc

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Consumer Defensive

Manhattan Associates Inc

2.15 124.3 Mil
Technology

Republic Services Inc

2.12 122.8 Mil
Industrials

MSCI Inc

2.02 116.7 Mil
Financial Services

DexCom Inc

1.98 114.5 Mil
Healthcare