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American Century Heritage I (ATHIX)
At close: November 5 at 6:46 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 17.70% |
| 5y Average Return | 11.40% |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Nov 4, 2024) | 42.77% |
| Worst 1Y Total Return (Nov 4, 2024) | -- |
| Best 3Y Total Return | 42.77% |
| Worst 3Y Total Return | -1.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ATHIX
Category
- YTD
- 17.13%
- 10.80%
- 1-Month
- 2.77%
- 4.43%
- 3-Month
- 5.74%
- 7.00%
- 1-Year
- 30.18%
- 48.17%
- 3-Year
- 1.85%
- 21.26%
- 5-Year
- 11.62%
- 20.18%
- 10-Year
- 11.01%
- 14.07%
- Last Bull Market
- 34.60%
- 27.14%
- Last Bear Market
- -22.26%
- -21.26%
Annual Total Return (%) History
Year
ATHIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.56% | -1.58% | 5.74% | -- |
| 2023 | 8.79% | 5.31% | -5.13% | 11.14% |
| 2022 | -14.14% | -22.26% | 2.57% | 5.21% |
| 2021 | 0.63% | 8.44% | -1.57% | 3.65% |
| 2020 | -20.42% | 32.44% | 11.28% | 21.73% |
| 2019 | 19.83% | 7.03% | -1.02% | 6.96% |
| 2018 | 2.60% | 2.04% | 8.04% | -16.00% |
| 2017 | 7.19% | 3.86% | 3.84% | 5.61% |
| 2016 | -2.38% | 3.27% | 4.64% | -1.95% |
| 2015 | 8.09% | -0.53% | -7.94% | 3.18% |
| 2014 | 2.70% | 1.70% | -1.60% | 5.43% |
| 2013 | 9.53% | 1.56% | 11.00% | 6.31% |
| 2012 | 17.88% | -4.60% | 4.69% | -1.25% |
| 2011 | 7.79% | 0.95% | -20.15% | 7.84% |
| 2010 | 8.66% | -10.79% | 18.43% | 14.60% |
| 2009 | -3.28% | 15.04% | 17.31% | 5.01% |
| 2008 | -14.78% | 8.89% | -20.81% | -26.53% |
| 2007 | 8.80% | 15.14% | 8.91% | 7.03% |
| 2006 | 13.25% | -3.15% | -4.94% | 12.54% |
| 2005 | 1.92% | 3.11% | 12.64% | 3.42% |
| 2004 | 1.88% | 0.70% | -6.29% | 11.56% |
| 2003 | -5.35% | 11.30% | 3.63% | 11.60% |
| 2002 | 4.32% | -9.08% | -13.48% | 2.69% |
| 2001 | -19.78% | 9.33% | -20.13% | 6.57% |
| 2000 | 17.06% | -3.55% | 15.05% | -9.48% |
| 1999 | 1.31% | 10.59% | -3.74% | 40.50% |
| 1998 | 11.48% | -3.28% | -21.13% | 17.75% |
| 1997 | 15.10% | -8.61% | -- | -- |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 38 |
| 3-Month | 59 |
| 1-Year | 25 |
| 3-Year | 38 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | 30.18% |
| 3-Year | 1.85% |
| 5-Year | 11.62% |
| 10-Year | 11.01% |
Performance & Risk
| YTD Return | 17.70% |
| 5y Average Return | 11.40% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | American Century Investments |
| Net Assets | 5.95B |
| YTD Return | 17.13% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 28, 2007 |
Fund Summary
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.
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