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American Century Heritage B (ATHBX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Heritage B (ATHBX) Fund

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

 

Graph of American Century Heritage B Fund (ATHBX) ManagerFund Manager - Greg M. Walsh

Fund Manager Information

Fund Manager Tenure: 11.4 years
Fund Family: American Century Investments
Fund Category: Mid-Cap Growth
Fund Performance: Sep 29, 2015
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of American Century Heritage B Fund (ATHBX) ProfileAmerican Century Heritage B Fund (ATHBX) Profile

Fund Profile and Description

American Century Heritage B Fund seeks long-term capital growth. American Century Heritage B Fund primarily invests in companies with earnings and revenues that are growing at an accelerating pace. It normally invests in companies that are medium-sized or smaller at the time of purchase, although it may purchase companies of any size. American Century Heritage B Fund typically invests in common stocks, but can purchase other types of securities such as preferred stocks, non-leveraged stock index futures contracts, options and debt securities.

 

American Century Heritage B (ATHBX) Fund Strength What we like about American Century Heritage B (ATHBX) Fund

Data for American Century Heritage B Fund (ATHBX) as of Sep 29, 2015

  • American Century Heritage B Fund (ATHBX) management has been with American Century Heritage B Fund for 11.4 years
  • American Century Heritage B Fund (ATHBX) has good short-term performance (1-year return 3.07% vs -5.73% Mid-Cap Growth category median performance)
  • American Century Heritage B Fund (ATHBX) has good mid-term performance (3-year return 10.28% vs 8.38% Mid-Cap Growth category median performance)
  • American Century Heritage B Fund (ATHBX) has good Long-term performance (5-year return 10.60% vs 7.70% Mid-Cap Growth category median performance)
  • American Century Heritage B Fund (ATHBX) ratio of up-years vs down years is greater than 2
  • American Century Heritage B Fund (ATHBX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.41, lower than category average of 13.49

American Century Heritage B Fund (ATHBX) Weakness What we are cautious about American Century Heritage B (ATHBX) Fund

Data for American Century Heritage B Fund (ATHBX) as of Sep 29, 2015

  • American Century Heritage B Fund (ATHBX) has a Morningstar rating of 3 and below
  • American Century Heritage B Fund (ATHBX) has an annual stock turnover rate of 73.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean American Century Heritage B is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Heritage B Fund (ATHBX) has a higher expense ratio of 2.00% than its Mid-Cap Growth average of 1.28%
  • American Century Heritage B Fund (ATHBX) carries a 5% load
  • Asset base in American Century Heritage B Fund (ATHBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Century Heritage B Fund (ATHBX) performance details as of Sep 29, 2015

 

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Compare American Century Heritage B Fund (ATHBX)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 Heritage B-1.943.0710.2810.60
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 Heritage B Fund (ATHBX)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 Heritage B Fund (ATHBX) Net Asset TrackingAmerican Century Heritage B (ATHBX) Fund Net Asset

Track net asset change of American Century Heritage B fund (ATHBX)

DateNet Asset
05/2016$5.30B
03/2016$5.30B
02/2016$5.30B
More historic net asset information on American Century Heritage B Fund (ATHBX)

  

Graph of American Century Heritage B Fund (ATHBX) Portfolio TrackingAmerican Century Heritage B (ATHBX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Heritage B fund (ATHBX)

DateCashStockBondOther
06/20152.07%97.93%0%0%
03/20150.13%99.07%0%0.8%
Click here to see more historic asset allocation information on American Century Heritage B Fund (ATHBX)

 

graph of American Century Heritage B Fund (ATHBX) Top 10 Position TrackingTop 10 Holdings in American Century Heritage B (ATHBX) Fund

Discover what American Century Heritage B Fund (ATHBX) manager is buying

Jun 29, 2015
Electronic Arts Inc. [3.66%]
SBA Communications Corporation [2.87%]
Teleflex Incorporated Common St [2.68%]
Constellation Brands, Inc. Comm [2.49%]
Affiliated Managers Group, Inc. [2.22%]
The Middleby Corporation [2.17%]
CANADIAN PACIFIC RAILWAY LIMITE [2.03%]
Intuit Inc. [1.86%]
Zoetis Inc. Class A Common Stoc [1.62%]
Motorola Solutions, Inc. Common [1.6%]

Mar 30, 2015
Electronic Arts Inc. [4.34%]
SBA Communications Corporation [2.89%]
Constellation Brands, Inc. Comm [2.37%]
Alliance Data Systems Corporati [2.03%]
CANADIAN PACIFIC RAILWAY LIMITE [2.02%]
Teleflex Incorporated Common St [2.01%]
The Middleby Corporation [1.99%]
Intuit Inc. [1.95%]
Avago Technologies Limited [1.95%]
Affiliated Managers Group, Inc. [1.91%]
Click here for Stock Holding Change Map in American Century Heritage B Fund (ATHBX)

  

Latest News on American Century Heritage B (ATHBX) Fund

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