American Century Heritage Fund A Class
ATHAX
NASDAQ
| Weiss Ratings | ATHAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | ATHAX-NASDAQ | Click to Compare |
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| Provider | American Century Investments | |||
| Manager/Tenure (Years) | Nalin Yogasundram (9), Rahul Jadhav (0) | |||
| Website | http://www.americancentury.com | |||
| Fund Information | ATHAX-NASDAQ | Click to Compare |
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| Fund Name | American Century Heritage Fund A Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 11, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | ATHAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
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| Dividend Yield (Forward) | 0.52% | |||
| Asset Allocation | ATHAX-NASDAQ | Click to Compare |
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| Cash | 0.05% | |||
| Stock | 99.96% | |||
| U.S. Stock | 99.52% | |||
| Non-U.S. Stock | 0.44% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | ATHAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.51% | |||
| 30-Day Total Return | 0.23% | |||
| 60-Day Total Return | -0.92% | |||
| 90-Day Total Return | 3.07% | |||
| Year to Date Total Return | 9.60% | |||
| 1-Year Total Return | 23.53% | |||
| 2-Year Total Return | 42.94% | |||
| 3-Year Total Return | 60.74% | |||
| 5-Year Total Return | 60.46% | |||
| Price | ATHAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ATHAX-NASDAQ | Click to Compare |
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| Nav | $21.45 | |||
| 1-Month Low NAV | $21.18 | |||
| 1-Month High NAV | $21.87 | |||
| 52-Week Low NAV | $15.89 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $25.18 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | ATHAX-NASDAQ | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 19.70 | |||
| Balance Sheet | ATHAX-NASDAQ | Click to Compare |
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| Total Assets | 6.40B | |||
| Operating Ratios | ATHAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.25% | |||
| Turnover Ratio | 66.00% | |||
| Performance | ATHAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.87% | |||
| Last Bear Market Total Return | -22.34% | |||