Morningstar

American Century Heritage Fund R Class ATHWX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return$14.81  /  +2.30%
  • Fund Size$4.4B
  • Adjusted Expense Ratio1.500%
  • Net Expense Ratio1.500%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Medium
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio62%
NAV and 1-Day Return as of

Morningstar’s Analysis ATHWX

Will ATHWX outperform in the 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 ATHWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ATHWX 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 ATHWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still not a standout despite a stronger foundation.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Century Heritage’s team is back to full strength but has much to prove.

by Stephen Welch
Rated on Published on

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Portfolio Holdings ATHWX

More ATHWX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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