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American Century Heritage R Fund (ATHWX)

Fund performance review and position details on American Century Heritage R Fund (ATHWX)

    Last Trade: $ on , Change: (0%)

American Century Heritage R Fund (ATHWX) HighlightAmerican Century Heritage R Fund (ATHWX) Fund Summary

American Century Heritage R Fund (ATHWX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: American Century Investments
Net Asset: $5.13B
Yield: 0%
Year-to-Date Return: 0.35%
Morningstar rating: 3

 

American Century Heritage R Fund (ATHWX) CostAmerican Century Heritage R Fund (ATHWX) Cost

American Century Heritage R Fund (ATHWX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Mid-Cap Growth average): 1.50% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 62.00%

 

American Century Heritage R Fund (ATHWX) PerformanceAmerican Century Heritage R Fund (ATHWX) Performance

Most current American Century Heritage R Fund (ATHWX) Performance

1-month Performance (Mid-Cap Growth category median performance): 2.28% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 10.26% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -5.76% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 8.36% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 7.12% (7.70%)
Number of Years of positive return: 6 years
Number of Years of negative return: 2 years
3 year Alpha (Mid-Cap Growth category average): -2.4 (-2.65)
3 year Beta (Mid-Cap Growth category average): 1.01 (1.02)
3 year Sharpe Ratio: 0.67
3 year Treynor: 8.18

American Century Heritage R Fund (ATHWX) topholdingTop Stock Holdings in American Century Heritage R Fund (ATHWX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Constellation Brands, Inc. Comm2.74%0.00%
Electronic Arts Inc.2.46%0.00%
SBA Communications Corporation2.21%0.00%
The Middleby Corporation2.1%0.00%
Teleflex Incorporated Common St1.96%0.00%
Affiliated Managers Group, Inc.1.85%0.00%
Snap-On Incorporated Common Sto1.82%0.00%
Kellogg Company Common Stock1.82%0.00%
Ball Corporation Common Stock1.81%0.00%
Vantiv, Inc. Class A Common Sto1.75%0.00%
*Note: The price change will reset to 0 after the midnight

 

American Century Heritage R Fund (ATHWX) Portfolio AllocationAmerican Century Heritage R Fund (ATHWX) Fund Portfolio Allocation

American Century Heritage R Fund (ATHWX) Fund Portfolio Allocation data as of 03/2016

Stock99.17%
Bond0%
Cash0.33%
Other0.5%

 

American Century Heritage R Fund (ATHWX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
American Century Heritage R-5.768.367.12
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

American Century Heritage R Fund (ATHWX) PerformanceOther Financial Data Web Sites on American Century Heritage R Fund (ATHWX)

Addition research sites for American Century Heritage R Fund (ATHWX)

 

American Century Heritage R Fund (ATHWX) Related ResourcesSee more information on American Century Heritage R (ATHWX) Fund

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