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American Century Heritage Instl (ATHIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Heritage Instl (ATHIX) Fund

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

 

Graph of American Century Heritage Instl Fund (ATHIX) ManagerFund Manager - Nalin Yogasundram

Fund Manager Information

Fund Manager Tenure: 3.2 years
Similar Funds: ATHAX  ATHWX 
Fund Family: American Century Investments
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of American Century Heritage Instl Fund (ATHIX) ProfileAmerican Century Heritage Instl Fund (ATHIX) Profile

Fund Profile and Description

American Century Heritage Instl Fund seeks long-term capital growth. American Century Heritage Instl 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 Instl 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 Instl (ATHIX) Fund Strength What we like about American Century Heritage Instl (ATHIX) Fund

Data for American Century Heritage Instl Fund (ATHIX) as of May 30, 2016

  • American Century Heritage Instl Fund (ATHIX) management has been with American Century Heritage Instl Fund for 3.2 years
  • American Century Heritage Instl Fund (ATHIX) has good short-term performance (1-year return -5.11% vs -5.73% Mid-Cap Growth category median performance)
  • American Century Heritage Instl Fund (ATHIX) has good mid-term performance (3-year return 9.12% vs 8.38% Mid-Cap Growth category median performance)
  • American Century Heritage Instl Fund (ATHIX) has good Long-term performance (5-year return 7.87% vs 7.70% Mid-Cap Growth category median performance)
  • American Century Heritage Instl Fund (ATHIX) ratio of up-years vs down years is greater than 2
  • American Century Heritage Instl Fund (ATHIX) has a Morningstar rating of 4 and above
  • Asset base in American Century Heritage Instl Fund (ATHIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Heritage Instl Fund (ATHIX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.11, lower than category average of 13.49
  • American Century Heritage Instl Fund (ATHIX) has a lower expense ratio than its Mid-Cap Growth average: 0.80% vs 1.28%
  • American Century Heritage Instl Fund (ATHIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for American Century Heritage Instl Fund (ATHIX) as of May 30, 2016

  • American Century Heritage Instl Fund (ATHIX) has an annual stock turnover rate of 62.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean American Century Heritage Instl is more nimble, but also signal potential high tax impact and high trading fees
See American Century Heritage Instl Fund (ATHIX) performance details as of May 30, 2016

 

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Compare American Century Heritage Instl Fund (ATHIX)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 Instl0.63-5.119.127.87
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 Instl Fund (ATHIX)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 Instl Fund (ATHIX) Net Asset TrackingAmerican Century Heritage Instl (ATHIX) Fund Net Asset

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

DateNet Asset
05/2016$5.13B
03/2016$5.11B
02/2016$4.81B
More historic net asset information on American Century Heritage Instl Fund (ATHIX)

  

Graph of American Century Heritage Instl Fund (ATHIX) Portfolio TrackingAmerican Century Heritage Instl (ATHIX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20160.33%99.17%0%0.5%
12/20150.4%98.88%0%0.72%
09/20150.33%98.81%0%0.86%
Click here to see more historic asset allocation information on American Century Heritage Instl Fund (ATHIX)

 

graph of American Century Heritage Instl Fund (ATHIX) Top 10 Position TrackingTop 10 Holdings in American Century Heritage Instl (ATHIX) Fund

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

Mar 30, 2016
Constellation Brands, Inc. Comm [2.74%]
Electronic Arts Inc. [2.46%]
SBA Communications Corporation [2.21%]
The Middleby Corporation [2.1%]
Teleflex Incorporated Common St [1.96%]
Affiliated Managers Group, Inc. [1.85%]
Snap-On Incorporated Common Sto [1.82%]
Kellogg Company Common Stock [1.82%]
Ball Corporation Common Stock [1.81%]
Vantiv, Inc. Class A Common Sto [1.75%]

Dec 30, 2015
Constellation Brands, Inc. Comm [2.98%]
Electronic Arts Inc. [2.94%]
SBA Communications Corporation [2.93%]
Teleflex Incorporated Common St [2.47%]
The Middleby Corporation [2.01%]
Snap-On Incorporated Common Sto [1.92%]
Mohawk Industries, Inc. Common [1.91%]
Zoetis Inc. Class A Common Stoc [1.77%]
Affiliated Managers Group, Inc. [1.74%]
CANADIAN PACIFIC RAILWAY LIMITE [1.71%]

Sep 29, 2015
Electronic Arts Inc. [3.38%]
SBA Communications Corporation [2.88%]
Teleflex Incorporated Common St [2.86%]
SPDR MSCI Europe Financials UCI [2.65%]
Motorola Solutions, Inc. Common [2.31%]
Alliance Data Systems Corporati [2.17%]
The Middleby Corporation [2.09%]
CANADIAN PACIFIC RAILWAY LIMITE [1.94%]
Affiliated Managers Group, Inc. [1.91%]
Signet Jewelers Limited Common [1.64%]
Click here for Stock Holding Change Map in American Century Heritage Instl Fund (ATHIX)

  

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