Mutual Fund Insights: American Century Heritage Inst Fund (ATHIX)

In-depth Analysis of American Century Heritage Inst Fund (ATHIX)

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See American Century Heritage Inst Fund (ATHIX) performance details as of February 28, 2010

  

Last Trade: $17.40 on 3/19/2010, Change: -0.19 (-1.08%)

Experiment our closing price forecasting tool for American Century Heritage Inst Fund (ATHIX) (alpha release)

  

Fund Manager - Greg Walsh

Fund Manager Tenure: 2.1 years   [Similar Funds: ATHAX  ATHBX  ATHWX ]
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

Greg Walsh has been a member of the team that manages the fund since joining American Century in July 2003 as an investment analyst. Greg Walsh became a portfolio manager in February 2008.  Get more insights on Greg Walsh

  

 What we like about American Century Heritage Inst Fund (ATHIX)

Data for American Century Heritage Inst Fund (ATHIX) as of February 28, 2010

• American Century Heritage Inst Fund (ATHIX) has good mid-term performance (3-year return 1.78% vs -4.00 % Mid-Cap Growth category average)
• American Century Heritage Inst Fund (ATHIX) has good Long-term performance (5-year return 8.88% vs 2.06 % Mid-Cap Growth category average)
• American Century Heritage Inst Fund (ATHIX) ratio of up-years vs down years is greater than 2
• American Century Heritage Inst Fund (ATHIX) has a Morningstar rating of 4 and above
• American Century Heritage Inst Fund (ATHIX) has a lower management fee than its Mid-Cap Growth average: 0.81% vs 1.47%
• American Century Heritage Inst Fund (ATHIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about American Century Heritage Inst Fund (ATHIX)

Data for American Century Heritage Inst Fund (ATHIX) as of February 28, 2010

• American Century Heritage Inst Fund (ATHIX) management has been with American Century Heritage Inst Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
• American Century Heritage Inst Fund (ATHIX) has a less-than-ideal short-term performance (1-year return 57.00% vs 58.17 % Mid-Cap Growth category average)
• American Century Heritage Inst Fund (ATHIX) has an annual stock turnover rate of 155.00% that is higher than the Mid-Cap Growth average of 140.76%. This could mean American Century Heritage Inst is more nimble, but also signal potential high tax impact and high trading fees
• American Century Heritage Inst Fund (ATHIX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.28 that is higher than category average of 23.95

See American Century Heritage Inst Fund (ATHIX) performance details as of February 28, 2010

  

  

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American Century Heritage Inst Fund (ATHIX) Net Asset

Track net asset change of American Century Heritage Inst fund (ATHIX)

Date	Net Asset
02/2010	$2.14B
01/2010	$96.45M
11/2009	$97.18M

More historic net asset information on American Century Heritage Inst Fund (ATHIX)

  

American Century Heritage Inst Fund (ATHIX) Portfolio Allocation

Track portfolio allocation change of American Century Heritage Inst fund (ATHIX)

Date	Cash	Stock	Bond	Other
09/2009	0.58%	99.41%	0%	0%
06/2009	4.28%	95.09%	0%	0.64%
03/2009	0.41%	99.59%	0%	0%

Click here to see more historic asset allocation information on American Century Heritage Inst Fund (ATHIX)

  

Most Recent Top 10 Holdings in American Century Heritage Inst Fund (ATHIX)

Discover what American Century Heritage Inst Fund (ATHIX) manager is buying

30-Sep-09 NVIDIA Corporation [2.13%] LORILLARD, INC [2.13%] Apple Inc. [1.95%] Seagate Technology. [1.93%] PETROHAWK ENERGY CP [1.85%] CROWN HOLDINGS INC [1.72%] TENET HLTHCRE CP [1.58%] Whole Foods Market, Inc. [1.5%] SBA Communications Corporation [1.41%]

30-Jun-09 LORILLARD, INC [2.18%] NVIDIA Corporation [1.77%] Express Scripts, Inc. [1.77%] Apple Inc. [1.73%] SBA Communications Corporation [1.47%] [1.41%] CROWN HOLDINGS INC [1.36%] MEDCOHEALTH SOLUTNS [1.35%] EAGLE CAP GROWTH FD [1.32%]

31-Mar-09 Monsanto Co. (New) [2.35%] MetroPCS Communications Inc [1.96%] LORILLARD, INC [1.93%] CSL Limited [1.84%] Express Scripts, Inc. [1.79%] Apple Inc. [1.76%] Crown Holdings Inc [1.58%] SBA Communications Corporation [1.51%]

Click here for Stock Holding Change Map in American Century Heritage Inst Fund (ATHIX)

  

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Latest News on American Century Heritage Inst (ATHIX)

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See more information on American Century Heritage Inst Fund (ATHIX)

• American Century Heritage Inst Fund Insights
• American Century Heritage Inst Fund Performance Data
• American Century Heritage Inst Fund News
• American Century Heritage Inst Fund Score Explaination
• American Century Heritage Inst Fund Manager Information
• Historic American Century Heritage Inst Fund Asset Allocation Report
• Historic American Century Heritage Inst Fund Top 10 Holding Tracking
• Historic American Century Heritage Inst Fund Asset Under Management Tracking