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American Century Heritage I (ATHIX)

26.71
+0.28
+(1.06%)
At close: 8:04:08 PM EDT
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  • Previous Close 26.43
  • YTD Return -5.12%
  • Expense Ratio 0.80%
  • Category Mid-Cap Growth
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 5.61B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.01
  • Inception Date Jun 16, 1997

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

5.61B

Net Assets

1997-06-16

Inception Date

More about American Century Heritage I

Performance Overview: ATHIX

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Trailing returns as of 5/6/2025. Category is Mid-Cap Growth.

YTD Return

ATHIX
5.12%
Category
10.80%
 

1-Year Return

ATHIX
11.21%
Category
48.17%
 

3-Year Return

ATHIX
10.80%
Category
21.26%
 

5-Year Return

ATHIX
12.21%
Category
20.18%
 

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ACVIX American Century Small Cap Value I
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AAAIX American Century Strat Allc: Agrsv I
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TGRIX American Century International Gr I
13.20
0.00%
 
ASAMX American Century Strat Allc: Mod I
6.45
+0.16%
 
ATHAX American Century Heritage A
19.08
+1.06%
 
ACCIX American Century Strat Allc: Cnsrv I
5.45
+0.18%
 
ACIIX American Century Equity Income I
8.41
+0.36%
 
AMKIX American Century Emerging Markets I
11.83
-0.25%
 
AHGCX American Century Heritage C
9.54
+0.95%
 
TWUIX American Century Ultra Fund
90.65
+0.39%
 
ATHWX American Century Heritage R
18.68
+1.03%
 
TWGIX American Century Growth Fund
54.99
+0.20%
 
REAIX American Century Real Estate I
26.47
-0.04%
 
AVLIX American Century Value I
7.69
+0.65%
 
ATHDX American Century Heritage R6
27.55
+1.03%
 
AMGIX American Century Discplnd Cor Val I
35.17
+0.29%
 

Holdings: ATHIX

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Sector Weightings

SectorATHIX
Technology   30.91%
Industrials   18.40%
Healthcare   15.76%
Financial Services   11.52%
Consumer Cyclical   9.54%
Communication Services   3.37%
Energy   3.10%
Basic Materials   2.50%
Consumer Defensive   2.30%
Utilities   1.71%
Real Estate   0.89%
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Recent News: ATHIX

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Research Reports: ATHIX

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TMSIX Thrivent Mid Cap Stock S
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NWZLX Nationwide Loomis All Cap Gr A
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MMEYX Victory Integrity Discovery Y
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JAGTX Janus Henderson Glb Tech and Innovt T
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LCGFX William Blair Large Cap Growth I
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ATHWX American Century Heritage R
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