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American Century NT Heritage Institution (ACLWX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century NT Heritage Institution (ACLWX) Fund

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

 

Graph of American Century NT Heritage Institution Fund (ACLWX) ManagerFund Manager - Greg M. Walsh

Fund Manager Information

Fund Manager Tenure: 6.1 years
Fund Family: American Century Investments
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of American Century NT Heritage Institution Fund (ACLWX) ProfileAmerican Century NT Heritage Institution Fund (ACLWX) Profile

Fund Profile and Description

American Century NT Heritage Institution Fund seeks long-term capital growth. American Century NT Heritage Institution Fund primarily invests in stocks of medium-sized and smaller companies they believe will increase in value over time, using an investment strategy developed by American Century. Management of the fund is based on the belief that, over the long term, stock price movements follow growth in earnings and revenues. The portfolio managers' principal analytical technique involves the identification of companies with earnings and revenues that are not only growing, but growing at an accelerating pace.

 

American Century NT Heritage Institution (ACLWX) Fund Strength What we like about American Century NT Heritage Institution (ACLWX) Fund

Data for American Century NT Heritage Institution Fund (ACLWX) as of May 30, 2016

  • American Century NT Heritage Institution Fund (ACLWX) management has been with American Century NT Heritage Institution Fund for 6.1 years
  • American Century NT Heritage Institution Fund (ACLWX) has good short-term performance (1-year return -5.04% vs -5.73% Mid-Cap Growth category median performance)
  • American Century NT Heritage Institution Fund (ACLWX) has good mid-term performance (3-year return 8.72% vs 8.38% Mid-Cap Growth category median performance)
  • American Century NT Heritage Institution Fund (ACLWX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century NT Heritage Institution Fund (ACLWX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century NT Heritage Institution Fund (ACLWX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.12, lower than category average of 13.49
  • American Century NT Heritage Institution Fund (ACLWX) has a lower expense ratio than its Mid-Cap Growth average: 0.80% vs 1.27%
  • American Century NT Heritage Institution Fund (ACLWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century NT Heritage Institution Fund (ACLWX) Weakness What we are cautious about American Century NT Heritage Institution (ACLWX) Fund

Data for American Century NT Heritage Institution Fund (ACLWX) as of May 30, 2016

  • American Century NT Heritage Institution Fund (ACLWX) has a less-than-ideal Long-term performance (5-year return 7.59% vs 7.70% Mid-Cap Growth category median performance)
  • American Century NT Heritage Institution Fund (ACLWX) has a Morningstar rating of 3 and below
  • American Century NT Heritage Institution Fund (ACLWX) is less safe compared to its Mid-Cap Growth peers
  • American Century NT Heritage Institution Fund (ACLWX) has an annual stock turnover rate of 83.00% that is higher than the Mid-Cap Growth average of 52.51%. This could mean American Century NT Heritage Institution is more nimble, but also signal potential high tax impact and high trading fees
See American Century NT Heritage Institution Fund (ACLWX) performance details as of May 30, 2016

 

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Compare American Century NT Heritage Institution Fund (ACLWX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century NT Heritage Institution0.73-5.048.727.59
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare American Century NT Heritage Institution Fund (ACLWX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of American Century NT Heritage Institution Fund (ACLWX) Net Asset TrackingAmerican Century NT Heritage Institution (ACLWX) Fund Net Asset

Track net asset change of American Century NT Heritage Institution fund (ACLWX)

DateNet Asset
05/2016$703.80M
03/2016$682.30M
02/2016$644.69M
More historic net asset information on American Century NT Heritage Institution Fund (ACLWX)

  

Graph of American Century NT Heritage Institution Fund (ACLWX) Portfolio TrackingAmerican Century NT Heritage Institution (ACLWX) Fund Portfolio Allocation

Track portfolio allocation change of American Century NT Heritage Institution fund (ACLWX)

DateCashStockBondOther
03/20160.8%99.2%0%0%
12/20151.8%98.2%0%0%
09/20152.19%97.81%0%0%
Click here to see more historic asset allocation information on American Century NT Heritage Institution Fund (ACLWX)

 

graph of American Century NT Heritage Institution Fund (ACLWX) Top 10 Position TrackingTop 10 Holdings in American Century NT Heritage Institution (ACLWX) Fund

Discover what American Century NT Heritage Institution Fund (ACLWX) manager is buying

Mar 30, 2016
Constellation Brands, Inc. Comm [2.74%]
Electronic Arts Inc. [2.45%]
SBA Communications Corporation [2.21%]
The Middleby Corporation [2.09%]
Teleflex Incorporated Common St [1.96%]
Affiliated Managers Group, Inc. [1.85%]
Kellogg Company Common Stock [1.83%]
Snap-On Incorporated Common Sto [1.82%]
Ball Corporation Common Stock [1.82%]
Vantiv, Inc. Class A Common Sto [1.75%]

Dec 30, 2015
Constellation Brands, Inc. Comm [2.96%]
SBA Communications Corporation [2.91%]
Electronic Arts Inc. [2.91%]
Teleflex Incorporated Common St [2.47%]
The Middleby Corporation [1.99%]
Mohawk Industries, Inc. Common [1.9%]
Snap-On Incorporated Common Sto [1.9%]
Affiliated Managers Group, Inc. [1.74%]
Zoetis Inc. Class A Common Stoc [1.74%]
Expedia, Inc. [1.71%]

Sep 29, 2015
Electronic Arts Inc. [3.33%]
SBA Communications Corporation [2.87%]
Teleflex Incorporated Common St [2.84%]
SPDR MSCI Europe Financials UCI [2.6%]
Motorola Solutions, Inc. Common [2.27%]
Alliance Data Systems Corporati [2.16%]
The Middleby Corporation [2.06%]
CANADIAN PACIFIC RAILWAY LIMITE [1.92%]
Affiliated Managers Group, Inc. [1.89%]
Signet Jewelers Limited Common [1.63%]
Click here for Stock Holding Change Map in American Century NT Heritage Institution Fund (ACLWX)

  

Latest News on American Century NT Heritage Institution (ACLWX) Fund

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