Nasdaq - Delayed Quote USD
American Century Heritage R5 (ATHGX)
At close: December 11 at 6:45:05 PM EST
Fund Summary
The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the fund's investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.77% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 31.46% |
| 5y Average Return | 13.31% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ATHGX | Category Average | ATHGX | Category Average | ATHGX | Category Average | |
| Alpha | -6.41 | 0.01 | -3.2 | 0.01 | -2.15 | -0.02 |
| BETA | 1.16 | 0.01 | 1.14 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.6 | 0.02 | 1.26 | 0.02 | 1.08 | 0.01 |
| R-squared | 78.66 | 0.82 | 78.96 | 0.79 | 80.43 | 0.8 |
| Standard Deviation | 22.69 | 0.23 | 23.35 | 0.19 | 18.98 | 0.17 |
| Sharpe Ratio | 0.14 | 0.01 | 0.54 | 0.01 | 0.59 | 0.01 |
| Treynor Ratio | 0.6 | 0.18 | 9.29 | 0.17 | 8.93 | 0.12 |
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