Skip to Content

American Century Heritage A ATHAX

Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 20.86  /  +0.05 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 51%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ATHAX

Will ATHAX 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ATHAX

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

Hilton Worldwide Holdings Inc

3.27 179.4 Mil
Consumer Cyclical

Church & Dwight Co Inc

2.94 161.3 Mil
Consumer Defensive

DexCom Inc

2.66 146.0 Mil
Healthcare

MSCI Inc

2.61 143.1 Mil
Financial Services

IQVIA Holdings Inc

2.51 137.6 Mil
Healthcare

Mettler-Toledo International Inc

2.36 129.5 Mil
Healthcare

HubSpot Inc

2.36 129.4 Mil
Technology

CrowdStrike Holdings Inc Class A

2.32 127.2 Mil
Technology

Datadog Inc Class A

2.22 121.9 Mil
Technology

Manhattan Associates Inc

2.20 120.3 Mil
Technology