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American Century Heritage R (ATHWX)

20.25
+0.22
+(1.10%)
At close: 8:04:12 PM EDT
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  • Previous Close 20.03
  • YTD Return -5.32%
  • Expense Ratio 1.50%
  • Category Mid-Cap Growth
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 5.61B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.07
  • Inception Date Jun 16, 1997

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.

American Century Investments

Fund Family

Mid-Cap Growth

Fund Category

5.61B

Net Assets

1997-06-16

Inception Date

Performance Overview: ATHWX

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Trailing returns as of 5/15/2025. Category is Mid-Cap Growth.

YTD Return

ATHWX
5.32%
Category
10.80%
 

1-Year Return

ATHWX
10.46%
Category
48.17%
 

3-Year Return

ATHWX
10.02%
Category
21.26%
 

5-Year Return

ATHWX
11.44%
Category
20.18%
 

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Holdings: ATHWX

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Sector Weightings

SectorATHWX
Technology   30.91%
Industrials   18.40%
Healthcare   15.76%
Energy   3.10%
Utilities   1.71%
Real Estate   0.89%

Recent News: ATHWX

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Research Reports: ATHWX

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