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American Century Heritage Fund (TWHIX)
23.20
+0.24
+(1.05%)
At close: 4:24:22 PM EDT
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22.96 - YTD Return -5.17%
- Expense Ratio 1.00%
- 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 0.13
- 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: TWHIX
View MoreTrailing returns as of 5/5/2025. Category is Mid-Cap Growth.
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TWMIX American Century Emerging Markets Fund
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TWIEX American Century International Growth Fund
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TWEIX American Century Equity Income Fund
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TWVLX American Century Value Fund
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REACX American Century Real Estate Inv
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ACMVX American Century Mid Cap Value Inv
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BEQGX American Century Equity Growth Fund
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TWGGX American Century Focused Global Growth Fund
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BULIX American Century Utilities Inv
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+0.11%
ASVIX American Century Small Cap Value Inv
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BIGRX American Century Disciplined Core Value Fund
34.98
-0.63%
TWBIX American Century Balanced Fund
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-0.47%
ANOIX American Century Small Cap Growth Inv
19.81
-0.90%
Holdings: TWHIX
View MoreTop 10 Holdings (25.51% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorTWHIX
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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