American Century Heritage's team is still taking shape and adjusting to its new process, warranting a Morningstar Analyst Rating of Neutral across all share classes.
Will TWHIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
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.
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.
The Parent Pillar is our rating of TWHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.