American Century Heritage Inv
(TWHIX)
US Markets Closed
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26.03
+0.19
+0.74%
:

Previous Close

25.84

Net Assets

4.15B

Yield

0.00%

Front load

None

Expenses

1.00%

Category

Mid-Cap Growth

Morningstar Risk

Above Average

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • TWHIX

  • Category

    • 2013

    • 31.02%

    • -

    • 2012

    • 16.04%

    • -

    • 2011

    • -6.53%

    • -

    • 2010

    • 31.37%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 9.51%

      • 17.85%

      • 7.72%

      • Q2

      • 1.47%

      • -4.63%

      • 0.93%

      • Q3

      • 10.94%

      • 4.63%

      • -20.21%

      • Q4

      • 6.27%

      • -1.32%

      • 7.75%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Electronic Arts Inc

        • 3.10

        • 5,270,958

        • -861,867

        • Actavis PLC

        • 2.98

        • 814,634

        • -133,766

        • SBA Communications Corp

        • 2.92

        • 1,739,389

        • -86,819

        • Alliance Data Systems Corp

        • 2.79

        • 606,572

        • 60,348

        • Constellation Brands Inc Class A

        • 2.27

        • 1,571,248

        • -279,052

        • TripAdvisor Inc

        • 2.09

        • 1,174,500

        • 289,800

        • Acuity Brands Inc

        • 2.06

        • 911,589

        • 250,589

        • Canadian Pacific Railway Ltd

        • 2.06

        • 695,526

        • -241,420

        • Teleflex Inc

        • 2.04

        • 1,181,284

        • 167,633

        • Concho Resources Inc

        • 1.89

        • 800,000

        • -8,800

        • Name

        • Rating

        • YTD Return %

          • Hartford MidCap Y

          • ★★★★★
          • 5.28

          • HSBC Opportunity I

          • ★★★★★
          • 1.60

          • Nicholas

          • ★★★★★
          • 6.07

          • RS Mid Cap Growth Y

          • ★★★★★
          • -0.52

          • Principal MidCap C

          • ★★★★★
          • 4.17

          • Eventide Gilead N

          • ★★★★★
          • 7.22

          • Principal MidCap B

          • ★★★★★
          • 3.97

          • Principal MidCap R1

          • ★★★★★
          • 4.43

          • Principal MidCap A

          • ★★★★★
          • 4.79

          • Principal MidCap A Load Waived

          • ★★★★★
          • 4.79

          • Name

          • TWHIX

          • Category

            • Expense Ratio

            • 1.00%

            • 1.33%

            • Net Assets

            • 4.15B

            • 427.77M

            • Dividend Yield

            • 0.56%

            • 0.68

            • Price/Book

            • 4.23

            • 3.28

            • Price/Sales

            • 1.96

            • 1.84

            • Price/Cash Flow

            • 14.28

            • 12.24

            Profile

            Name of Issuer

            American Century Investments

            Fund Style

            Open

            Fund Manager

            Greg Walsh

            Investment Style

            Medium Growth

            The investment seeks long-term capital growth. The fund normally invests in stocks of medium-sized and smaller companies that the adviser believes will increase in value over time, using an investment strategy developed by American Century Investments. 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, over the long term, stock price movements follow growth in earnings and revenues.

            Purchase Information

            Initial Purchase 2,500
            Initial Purchase: IRA 2,500
            Initial Purchase: AIP 2,500
            Front load None
            Back Load None

            Inception

            11/10/1987