Markets

Is American Century Heritage A Fund (ATHAX) Worth Another Look?

American Century Heritage A ( ATHAX ) a Zacks Ranked #2 (Buy) seeks long-term capital growth. Under normal market conditions, ATHAX intends to invest fully in stocks regardless of the movement of stock prices generally. ATHAX 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. ATHAX distributes dividends and capital gains, if any, once a year in December.

This Mid Growth fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value, Small Growth. Further, as of the last filing, ELECTRONIC ARTS INC, SBA COMMUNICATIONS CORP and CONSTELLATION BRANDS INC were the top holdings for ATHAX.

The American Century Heritage A fund, managed by American Cent , carries an expense ratio of 1.25. Moreover, ATHAX requires a minimal initial investment of $2,000.

ATHAX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 5.08%, 3 year 13.54%, and 5 year 15.23%. To see how this fund performed compared in its category, please click here .

ATHAX's performance, as of the last filing, when compared to funds in its category was in the top 13% in 1 year, top 56% over the past 3 years, and in the 39% over the past 5 years.

About Zacks Mutual Fund Rank

By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >>

View All Zacks #1 Ranked Mutual Funds

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Get Your Free (ATHAX): Fund Analysis Report

To read this article on Zacks.com click here.

Zacks Investment Research

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.

In This Story

ATHAX

Other Topics

Mutual Funds

Latest Markets Videos

    Zacks

    Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com.

    Learn More