About ATHDX
American Century Heritage Fund R6 Class is a mutual fund designed to pursue long-term capital growth by primarily investing in stocks of medium-sized companies that the adviser identifies as having strong growth potential. Classified in the mid-cap growth category, it focuses on U.S. firms with higher price-to-book ratios and forecasted growth values, typically maintaining a portfolio concentrated in medium-cap stocks while including some large-cap, small-cap, and micro-cap holdings. The fund adopts an opportunistic growth strategy, emphasizing sectors such as information technology, industrials, health care, and consumer discretionary, with a portfolio turnover rate around 51 percent. Its asset allocation is predominantly domestic stocks, comprising over 97 percent of the portfolio, supplemented by minor non-U.S. stock exposure. Available exclusively to group employer-sponsored retirement plans, this R6 share class features a competitive gross expense ratio and no sales loads or 12b-1 fees. Managed by American Century Investments, the fund benchmarks against the Russell Midcap Growth Index, targeting investors seeking exposure to dynamic mid-cap growth opportunities within their retirement portfolios.
Fund Family American Century Investments
Category Mid-Cap Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ATHDX
Share Class R6 Class
Index Russell MidCap Growth TR
ATHDX had a total return of 1.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.55%.
