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Nasdaq - Delayed Quote USD
American Century Heritage R (ATHWX)
18.75
0.00
(0.00%)
At close: 8:08:23 AM EDT
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18.75 - YTD Return 0.05%
- Expense Ratio 1.50%
- Category Mid-Cap Growth
- Last Cap Gain 11.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 5.9B
- Beta (5Y Monthly) 1.16
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 51.00%
- Last Dividend 0.07
- Inception Date Jun 26, 2001
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
5.9B
Net Assets
2001-06-26
Inception Date
Performance Overview: ATHWX
View MoreTrailing returns as of 3/25/2025. Category is Mid-Cap Growth.
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ATHDX American Century Heritage R6
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ATHGX American Century Heritage R5
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ATHAX American Century Heritage A
19.15
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ATHYX American Century Heritage Y
27.63
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ALCFX Alger Focus Equity C
67.97
+0.32%
ALAFX Alger Focus Equity A
75.99
+0.33%
AHGCX American Century Heritage C
9.59
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ALGRX Alger Focus Equity I
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ALZFX Alger Focus Equity Z
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AGWRX American Century Growth R
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+0.38%
BFGIX Baron Focused Growth Fund
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+0.39%
ACILX American Century Heritage G
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ALGYX Alger Focus Equity Y
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BFGUX Baron Focused Growth Fund
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TEGYX Touchstone Mid Cap Growth Y
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Holdings: ATHWX
View MoreTop 10 Holdings (25.83% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorATHWX
Technology 32.84%
Industrials 17.31%
Healthcare 14.75%
Financial Services 11.37%
Consumer Cyclical 9.81%
Communication Services 3.31%
Consumer Defensive 2.80%
Basic Materials 2.65%
Energy 2.60%
Utilities 1.81%
Real Estate 0.74%
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