American Century Heritage's overhauled process has some unique traits, but this group needs to prove it can execute.
American Century Heritage A ATHAX
- NAV / 1-Day Return 20.86 / +0.05 %
- Total Assets 6.0 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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
|
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Manhattan Associates Inc | 2.20 | 120.3 Mil | Technology |