American Century Investments Heritage Fund

Scorecard
3 / 5 Stars
Lipper
3 4 3 3 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#77 in Mid-Cap Growth

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.48 percent over the past year, 10.34 percent over the past three years, 21.76 percent over the past five years, and 11.68 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.6%
1 Year 22.5%
3 Years (Annualized) 10.3%
5 Years (Annualized) 21.8%
10 Years (Annualized) 11.7%

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Summary

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.

Fees

Fees are Low compared to funds in the same category.
American Century Investments Heritage Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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Mid-Cap Growths

Highest Returns (10-year)

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