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Morningstar

American Century Heritage R ATHWX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 17.02  /  1.92 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 47%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:08 PM GMT+0

Morningstar’s Analysis ATHWX

Will ATHWX 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 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.

American Century Heritage’s Regional Bank Exposure Relatively Small; Ratings Unchanged

null Stephen Welch

Stephen Welch

Analyst Note

American Century Heritage TWHIX owned Silicon Valley Bank, but the damage was relatively limited, and its Morningstar Analyst Ratings are unchanged.

by Stephen Welch
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ATHWX

More ATHWX Holdings
  • Current Portfolio Date
  • Equity Holdings 69
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
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