About ATHAX
American Century Heritage Fund A Class is an actively managed mutual fund focused on achieving long-term capital growth. The fund primarily invests in stocks of medium-sized companies that are believed to offer significant growth potential. Managed by American Century Investment Management, Inc. since its inception in July 1997, the fund consistently seeks opportunities within the mid-cap segment, though it may also allocate portions of its assets to convertible debt securities, equity-equivalent instruments, foreign securities, and short-term securities to diversify its holdings and enhance potential returns. As of its latest filings, the fund holds a diversified portfolio, with sectors such as technology, financial services, consumer cyclicals, and industrials well represented. The fund is benchmarked against the Russell Mid Cap Growth Index and distributes dividends and capital gains annually. With a historical focus on growth stocks, American Century Heritage Fund A Class serves investors seeking exposure to dynamic, innovative companies poised for expansion, thus playing a notable role in the mid-cap growth segment of the market.
Fund Family American Century Investments
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ATHAX
Share Class A Class
Index Russell MidCap Growth TR
ATHAX had a total return of 0.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.41%.
