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Morningstar

American Century Heritage Inv TWHIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 19.81  /  1.90 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    1.010%
  • 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 0.00
  • Turnover 47%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis TWHIX

Will TWHIX 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 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.

Back to full strength, but still with something to prove.

Senior Analyst

Summary

| by Stephen Welch

American Century Heritage's recent personnel changes mean it has more to prove. It warrants a Morningstar Analyst Rating of Neutral across all share classes.

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