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American Century Heritage Fund (TWHIX)

28.47 +0.48 (+1.71%)
At close: 8:01 PM EST
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DELL
  • Previous Close 27.99
  • YTD Return 17.50%
  • Expense Ratio 1.00%
  • Category Mid-Cap Growth
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 5.88B
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend 0.13
  • Inception Date Sep 28, 2007

The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the fund's investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.

American Century Investments

Fund Family

Mid-Cap Growth

Fund Category

5.88B

Net Assets

2007-09-28

Inception Date

Performance Overview: TWHIX

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Trailing returns as of 11/20/2024. Category is Mid-Cap Growth.

YTD Return

TWHIX
17.50%
Category
10.80%
?

1-Year Return

TWHIX
40.52%
Category
48.17%
?

3-Year Return

TWHIX
0.82%
Category
21.26%
?

5-Year Return

TWHIX
11.37%
Category
20.18%
?

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Holdings: TWHIX

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Top 10 Holdings (22.67% of Total Assets)

SymbolCompany% Assets
HLT
Hilton Worldwide Holdings Inc. 2.84%
PLTR
Palantir Technologies Inc. 2.73%
TTD
The Trade Desk, Inc. 2.39%
MSCI
MSCI Inc. 2.37%
ARES
Ares Management Corporation 2.18%
POOL
Pool Corporation 2.18%
CHD
Church & Dwight Co., Inc. 2.14%
VST
Vistra Corp. 1.99%
MPWR
Monolithic Power Systems, Inc. 1.94%
BURL
Burlington Stores, Inc. 1.90%

Sector Weightings

Recent News: TWHIX

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Research Reports: TWHIX

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