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American Century Heritage R (ATHWX)
18.68
+0.19
+(1.03%)
At close: 4:24:22 PM EDT
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18.49 - YTD Return -5.32%
- Expense Ratio 1.50%
- 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 0.07
- 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
Performance Overview: ATHWX
View MoreTrailing returns as of 5/5/2025. Category is Mid-Cap Growth.
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ATHDX American Century Heritage R6
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ATHGX American Century Heritage R5
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ATHAX American Century Heritage A
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ATHYX American Century Heritage Y
27.55
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AHGCX American Century Heritage C
9.54
+0.95%
ALCFX Alger Focus Equity C
67.23
-0.34%
ALAFX Alger Focus Equity A
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ALZFX Alger Focus Equity Z
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BFGIX Baron Focused Growth Fund
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AGWRX American Century Growth R
46.72
-0.89%
BFGUX Baron Focused Growth Fund
46.74
-0.72%
BSTSX BlackRock Technology Opportunities Svc
62.41
-0.49%
BGSCX BlackRock Technology Opportunities Fund
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ACILX American Century Heritage G
28.18
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Holdings: ATHWX
View MoreTop 10 Holdings (25.51% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorATHWX
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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