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American Century Heritage C (AHGCX)

11.59 -0.02 (-0.17%)
At close: 8:01 PM EDT

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 41.01%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 5

Performance & Risk

YTD Return 7.50%
5y Average Return 8.81%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
AHGCXCategory AverageAHGCXCategory AverageAHGCXCategory Average
Alpha -9.92 0.01 -4.7 0.01 -4.09 -0.02
BETA 1.16 0.01 1.13 0.01 1.11 0.01
Mean Annual Return 0.33 0.02 1.07 0.02 0.89 0.01
R-squared 80.4 0.82 80.16 0.79 80.97 0.8
Standard Deviation 22.71 0.23 23.18 0.19 18.73 0.17
Sharpe Ratio 0.05 0.01 0.46 0.01 0.49 0.01
Treynor Ratio -1.28 0.18 7.54 0.17 7 0.12

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