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American Century Heritage Inst (ATHIX)

26.02 Down 0.04(0.15%) May 23


Profile as of Mar 30, 2013Get Profile for:
American Century Heritage Inst
American Century Mutual Funds, Inc.4500 Main StreetKansas City, MO 64111
Map
Phone: 800-345-2021
Fund Overview 
Category:Mid-Cap Growth
Fund Family:American Century Investments
Net Assets:4.15B
Year-to-Date Return:9.53%
Yield:0.00%
Morningstar Rating:4 stars
Fund Inception Date:Jun 15, 1997
Morningstar Style Box 
Mid-Cap Growth
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View Top Mid-Cap Growth Funds
About the Morningstar Style Box
Management Information 
David Hollond
Lead Manager since Feb 8, 2007
David Hollond joined American Century Investments in 1998. David oversees the teams that manage the company's U.S. small- and mid-cap growth equity portfolios. He also co-manages the U.S. All Cap Growth strategy. He has worked in the financial industry since 1992.
Investment Information 
Min Initial Investment:5,000,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:5,000,000
Min Subsequent Investment:0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
ATHIX can be purchased from 52 brokerages.

Fund Summary 
The investment seeks long-term capital growth. The fund normally invests in stocks of medium-sized and smaller companies that the adviser believes will increase in value over time, using an investment strategy developed by American Century Investments. 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, over the long term, stock price movements follow growth in earnings and revenues.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 17, 2012) : 0.00
Annual Holdings Turnover (May 15, 2013) : 72.00%
Average for Category:71.72%
Fees & Expenses 
ExpenseATHIXCategory Avg
Annual Report Expense Ratio (net):0.81%1.35%
Prospectus Net Expense Ratio:0.81%N/A
Prospectus Gross Expense Ratio:0.81%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.38%
Max Deferred Sales Load: N/A2.44%
3 Yr Expense Projection*:259569
5 Yr Expense Projection*:450907
10 Yr Expense Projection*:1,0021,845
* Per $10,000 invested