American Century Heritage Fund R Class
ATHWX
NASDAQ
| Weiss Ratings | ATHWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | ATHWX-NASDAQ | Click to Compare |
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| Provider | American Century Investments | |||
| Manager/Tenure (Years) | Nalin Yogasundram (10), Rahul Jadhav (1) | |||
| Website | http://www.americancentury.com | |||
| Fund Information | ATHWX-NASDAQ | Click to Compare |
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| Fund Name | American Century Heritage Fund R Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 28, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ATHWX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | ATHWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.32% | |||
| Asset Allocation | ATHWX-NASDAQ | Click to Compare |
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| Cash | 2.59% | |||
| Stock | 97.41% | |||
| U.S. Stock | 95.11% | |||
| Non-U.S. Stock | 2.30% | |||
| 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 | ATHWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.87% | |||
| 30-Day Total Return | -8.64% | |||
| 60-Day Total Return | -7.40% | |||
| 90-Day Total Return | -10.00% | |||
| Year to Date Total Return | -4.18% | |||
| 1-Year Total Return | -5.84% | |||
| 2-Year Total Return | 7.96% | |||
| 3-Year Total Return | 45.42% | |||
| 5-Year Total Return | 1.19% | |||
| Price | ATHWX-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 | ATHWX-NASDAQ | Click to Compare |
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| Nav | $15.12 | |||
| 1-Month Low NAV | $14.92 | |||
| 1-Month High NAV | $16.82 | |||
| 52-Week Low NAV | $14.18 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $21.13 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | ATHWX-NASDAQ | Click to Compare |
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| Beta | 1.25 | |||
| Standard Deviation | 18.09 | |||
| Balance Sheet | ATHWX-NASDAQ | Click to Compare |
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| Total Assets | 4.71B | |||
| Operating Ratios | ATHWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.50% | |||
| Turnover Ratio | 62.00% | |||
| Performance | ATHWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.64% | |||
| Last Bear Market Total Return | -22.40% | |||