3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#123 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.60 percent over the past year, 11.10 percent over the past three years, 21.17 percent over the past five years, and 11.24 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||11.2%|
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 are High compared to funds in the same category.
American Century Investments Heritage Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.