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American Century Heritage R (ATHWX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Heritage R (ATHWX) Fund

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

 

Graph of American Century Heritage R Fund (ATHWX) ManagerFund Manager - Nalin Yogasundram

Fund Manager Information

Fund Manager Tenure: 3.7 years
Similar Funds: ATHAX  ATHIX 
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 R Fund (ATHWX) ProfileAmerican Century Heritage R Fund (ATHWX) Profile

Fund Profile and Description

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

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

  • American Century Heritage R Fund (ATHWX) management has been with American Century Heritage R Fund for 3.7 years
  • American Century Heritage R Fund (ATHWX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century Heritage R Fund (ATHWX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Heritage R Fund (ATHWX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.1, lower than category average of 13.49

American Century Heritage R Fund (ATHWX) Weakness What we are cautious about American Century Heritage R (ATHWX) Fund

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

  • American Century Heritage R Fund (ATHWX) has a less-than-ideal short-term performance (1-year return -5.76% vs -5.73% Mid-Cap Growth category median performance)
  • American Century Heritage R Fund (ATHWX) has a less-than-ideal mid-term performance (3-year return 8.36% vs 8.38% Mid-Cap Growth category median performance)
  • American Century Heritage R Fund (ATHWX) has a less-than-ideal Long-term performance (5-year return 7.12% vs 7.70% Mid-Cap Growth category median performance)
  • American Century Heritage R Fund (ATHWX) has a Morningstar rating of 3 and below
  • American Century Heritage R Fund (ATHWX) 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 R is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Heritage R Fund (ATHWX) has a higher expense ratio of 1.50% than its Mid-Cap Growth average of 1.28%
  • Even though American Century Heritage R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Century Heritage R Fund (ATHWX) performance details as of May 30, 2016

 

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Compare American Century Heritage R Fund (ATHWX)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 R0.35-5.768.367.12
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 R Fund (ATHWX)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 R Fund (ATHWX) Net Asset TrackingAmerican Century Heritage R (ATHWX) Fund Net Asset

Track net asset change of American Century Heritage R fund (ATHWX)

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

  

Graph of American Century Heritage R Fund (ATHWX) Portfolio TrackingAmerican Century Heritage R (ATHWX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Heritage R fund (ATHWX)

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 R Fund (ATHWX)

 

graph of American Century Heritage R Fund (ATHWX) Top 10 Position TrackingTop 10 Holdings in American Century Heritage R (ATHWX) Fund

Discover what American Century Heritage R Fund (ATHWX) 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 R Fund (ATHWX)

  

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