American Century Heritage Fund Investor Class (TWHIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.77
+0.24 (1.11%)
Jul 21, 2026, 4:00 PM EST
Fund Assets5.67B
Expense Ratio1.00%
Min. Investment$2,500
Turnover62.00%
Dividend (ttm)4.60
Dividend Yield21.37%
Dividend Growth24.19%
Payout FrequencyAnnual
Ex-Dividend DateDec 16, 2025
Previous Close21.53
YTD Return3.61%
1-Year Return-0.20%
5-Year Return21.78%
52-Week Low18.70
52-Week High27.08
Beta (5Y)1.10
Holdings86
Inception DateNov 10, 1987

About TWHIX

Seeks long-term capital growth

Fund Family American Century Investments
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TWHIX
Share Class Investor Class
Index Russell MidCap Growth TR

Performance

TWHIX had a total return of -0.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.93%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VMGRXVanguardVanguard Mid-Cap Growth Fund Investor Shares0.33%
FMDGXFidelityFidelity Mid Cap Growth Index Fund0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
ATHDXR6 Class0.65%
ATHYXY Class0.65%
ATHIXI Class0.80%
ATHGXR5 Class0.80%

Top 10 Holdings

25.55% of assets
NameSymbolWeight
Snowflake Inc.SNOW3.26%
Datadog, Inc.DDOG3.22%
Cloudflare, Inc.NET2.90%
State Street Bank & Trust Co 3 Repo - 01jul26n/a2.59%
Alnylam Pharmaceuticals, Inc.ALNY2.39%
Howmet Aerospace Inc.HWM2.38%
Comfort Systems USA, Inc.FIX2.32%
Hilton Worldwide Holdings Inc.HLT2.29%
Rocket Lab CorporationRKLB2.15%
Astera Labs, Inc.ALAB2.04%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 16, 2025$4.6004Dec 16, 2025
Dec 17, 2024$3.7043Dec 17, 2024
Dec 19, 2023$0.1705Dec 19, 2023
Mar 22, 2022$0.1797Mar 22, 2022
Dec 7, 2021$3.078Dec 7, 2021
Dec 8, 2020$3.5469Dec 8, 2020
Full Dividend History