Nasdaq - Delayed Quote USD

American Century Heritage R (ATHWX)

20.14 -0.06 (-0.30%)
At close: 8:01 PM EDT

Top 10 Holdings (25.92% of Total Assets)

SymbolCompany% Assets
HLT
Hilton Worldwide Holdings Inc. 3.26%
CHD
Church & Dwight Co., Inc. 2.98%
DXCM
DexCom, Inc. 2.65%
HUBS
HubSpot, Inc. 2.54%
IQV
IQVIA Holdings Inc. 2.52%
CRWD
CrowdStrike Holdings, Inc. 2.50%
SPOT
Spotify Technology S.A. 2.48%
MTD
Mettler-Toledo International Inc. 2.43%
MSCI
MSCI Inc. 2.38%
DDOG
Datadog, Inc. 2.19%
Get Quotes for Top Holdings

Sector Weightings

SectorATHWX
Technology   23.98%
Healthcare   20.33%
Industrials   20.04%
Consumer Cyclical   12.22%
Financial Services   7.80%
Communication Services   5.92%
Consumer Defensive   4.39%
Basic Materials   3.27%
Energy   1.34%
Real Estate   0.73%
Utilities   0.00%

Overall Portfolio Composition (%)

Cash 1.26%
Stocks 98.74%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average ATHWX Category Average
Price/Earnings 0.03 35.75
Price/Book 0.13 5.98
Price/Sales 0.2 4.25
Price/Cashflow 0.04 25.61
Median Market Cap 28,429.83 19,464.95
3 Year Earnings Growth 19.96 16.64

Bond Holdings

Performance & Risk

YTD Return 10.18%
5y Average Return 9.80%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family American Century Investments
Net Assets 5.67B
YTD Return 7.82%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 2022

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.

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