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American Century Heritage A (ATHAX)

26.47 Up 0.02(0.08%) Nov 25
Prev Close:26.47
YTD Return*:5.31%
Net Assets*:5.78B
Yield*:N/A

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for ATHAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SBAC3.1725.03
EA2.9878.55
ADS2.737.20
ACT2.4647.32
STZ2.2430.63

Fund Basics

Morningstar Overall Rating:
Total Assets:5.78B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:5.31%
5y Avg Return:16.75%
Rank in Category (ytd):44
% Rank in Category (ytd):5.77%
Beta (3y):1.18
Morningstar Risk Rating:4

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. View More
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