Morningstar

American Century Heritage Fund Investor Class TWHIX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $21.02  /  +1.01 %
  • Fund Size $5.0B
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 62%
NAV and 1-Day Return as of

Morningstar’s Analysis TWHIX

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

  • People Pillar

    The People Pillar is our evaluation of the TWHIX 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 TWHIX’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 TWHIX

More TWHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

4.17 217M
Technology

Cloudflare Inc

4.11 213M
Technology

Datadog Inc Class A

3.26 169M
Technology

State Street Bank & Trust Co 3 Repo - 01oct26

2.57 134M
Cash and Equivalents

Hilton Worldwide Holdings Inc

2.41 125M
Consumer Cyclical

Comfort Systems USA Inc

2.38 124M
Industrials

Robinhood Markets Inc Class A

2.29 119M
Financial Services

Cencora Inc

2.25 117M
Healthcare

Targa Resources Corp

2.21 115M
Energy

Chipotle Mexican Grill Inc

1.99 103M
Consumer Cyclical

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