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Focus on American Century Heritage Investor Fund (TWHIX)

American Century Heritage Investor Fund ( TWHIX ) seeks long-term capital growth. Under normal market conditions, TWHIX intends to invest fully in stocks regardless of the movement of stock prices generally. TWHIX invests a portion of its assets in convertible debt securities, equity-equivalent securities, foreign securities, short-term securities, nonleveraged futures contracts and other similar securities.

This Mid Growth product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 4.4% and 5 year 11.6%. To see how this fund performed compared in its category, and #1 and #2 Ranked Mutual Funds, please click here .

The American Century Heritage Investor fund, as of the last filing, allocates their fund in four major groups; Large Growth, Small Growth, Foreign Bond and Intermediate Bond. Further, as of the last filing, Newell Rubbermaid Inc, Baxter International Inc and Zoetis Inc were the top holdings for TWHIX.

This Zacks Rank #3 (Hold) was incepted in July 1997 and is managed by American Cent . TWHIX carries an expense ratio of 1.00% and requires a minimal initial investment of $2,500.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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