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American Century Heritage A (ATHAX)
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19.95 - YTD Return 12.45%
- Expense Ratio 2.00%
- Category Mid-Cap Growth
- Last Cap Gain 11.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 5.96B
- Beta (5Y Monthly) 1.15
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 51.00%
- Last Dividend 0.10
- 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
5.96B
Net Assets
2001-06-26
Inception Date
Performance Overview: ATHAX
Trailing returns as of 4/26/2024. Category is Mid-Cap Growth.
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Holdings: ATHAX
Top 10 Holdings (25.92% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorATHAX
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%
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