ATHAX Rating, Research - American Century Heritage A

American Century Heritage A (athax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 207

Threats + Weaknesses = 104

When strengths & opportunities substantially exceed threats & weaknesses an investment in the athax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

American Century Heritage A (ATHAX) Description: ATHAX is a mutual fund, which is an investment that owns a basket of assets. The ATHAX mutual fund was provided by American Century and this investment vehicle derives the majority of its value from equity holdings (stocks). American Centurys mutual fund has a medium management tenure and is in the large fund size classification. ATHAXs minimum initial investment amount is $250 while the IRA minimum is $250. ATHAXs expense ratio is roughly 1%. The latest ATHAXs front end load was 6% and the back end load was 0%. The American Century Heritage A (ATHAX) mutual fund falls under the mid-cap growth category. ATHAX focuses its investments in USA and ATHAX is not affiliated with a particular industry or fund sector. The American Century Heritage A (ATHAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ATHAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ATHAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities (see equity research) with relatively smaller capitalizations as compared to the overall U.S. market. It normally invests at least 80% of net assets in the equity securities (see equity research) of small- and mid-capitalization companies. The fund may also invest in preferred stocks (see stock research), reverse repurchase agreements and up to 20% of total assets in rights and warrants. It invests in approximately 60-120 stocks (see stock research) broadly diversified by sector.

Management Analysis Update

American Century Heritage A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update