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American Century Heritage R5 (ATHGX)
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9/21 12:03 PM
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29.68 - YTD Return 17.13%
- Expense Ratio 0.80%
- Category Mid-Cap Growth
- Last Cap Gain 11.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 5.95B
- Beta (5Y Monthly) 1.14
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 51.00%
- Last Dividend --
- Inception Date Sep 28, 2007
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
5.95B
Net Assets
2007-09-28
Inception Date
Performance Overview: ATHGX
View MoreTrailing returns as of 10/31/2024. Category is Mid-Cap Growth.
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Holdings: ATHGX
View MoreTop 10 Holdings (22.67% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorATHGX
Technology 29.30%
Industrials 20.61%
Healthcare 14.26%
Financial Services 10.84%
Consumer Cyclical 10.35%
Communication Services 3.40%
Energy 3.06%
Consumer Defensive 2.79%
Basic Materials 2.32%
Utilities 2.01%
Real Estate 1.04%
Recent News: ATHGX
View MoreResearch Reports: ATHGX
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