ATHIX : American Century Heritage Fund I Class

ATHIX is a US Stocks Market Mid-Cap Growth with LOW fees.

ATHIX

American Century Heritage Fund I Class

FI Score

62 /100

Expense Ratio Rating

8 /10

Expense Rating

2 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

62% FI Score
  • athix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

American Century Heritage Fund I Class

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. 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.

Largest Holdings

Amount Holding
4.26% SBA Communications Corp
4.22% Fiserv Inc
2.50% Encompass Health Corp
2.37% Teleflex Inc
2.33% Cadence Design Systems Inc
2.26% F5 Networks Inc
2.26% Cognex Corp
2.22% MSCI Inc
2.21% Advanced Micro Devices Inc
2.20% Twitter Inc
2.12% AMETEK Inc
2.11% Arista Networks Inc
2.08% Square Inc A
2.06% LPL Financial Holdings Inc
1.97% Centene Corp
1.90% Splunk Inc
1.89% RingCentral Inc Class A
1.85% Verisk Analytics Inc
1.74% Trane Technologies PLC
1.64% Atlassian Corporation PLC A
1.64% Chipotle Mexican Grill Inc Class A
1.60% Keysight Technologies Inc
1.60% Masimo Corp
1.60% Ball Corp
1.53% Burlington Stores Inc

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