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American Century Heritage Inv TWHIX

Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 23.98  /  −1.92 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 51%

USD | NAV as of Apr 12, 2024 | 1-Day Return as of Apr 12, 2024, 10:19 PM GMT+0

Morningstar’s Analysis TWHIX

Will TWHIX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings TWHIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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