Skip to Content

American Century Heritage R ATHWX

Analyst rating as of
NAV / 1-Day Return
14.99  /  3.45 %
Total Assets
4.8 Bil
Adj. Expense Ratio
1.500%
Expense Ratio
1.500%
Fee Level
High
Longest Manager Tenure
6.31 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
44%

Morningstar’s Analysis

Will ATHWX outperform in future?

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

Personnel disruption stifles potential.

Summary

| |

American Century Heritage's revamped strategy did not keep it from navigating personnel departures in 2021. It warrants a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor