American Century Heritage B
4500 Main Street Kansas City MO 64111
Map
Phone: 800-345-8765
| Category: | Mid-Cap Growth | | Fund Family: | American Century Investments | | Net Assets: | 1.76M | | Year-to-Date Return: | -40.54% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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David M. Hollond
Lead Manager since
09-Feb-07 | | | Hollond is a portfolio manager at American Century, his employer since 1998. Previously, he was a research associate for the Federal Reserve Bank in Minneapolis. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. The fund primarily invests in companies with earnings and revenues that are growing at an accelerating pace. It normally invests in companies that are medium-sized or smaller at the time of purchase, although it may purchase companies of any size. The fund typically invests in common stocks, but can purchase other types of securities such as preferred stocks, non-leveraged stock index futures contracts and options, and debt securities. |
| Last Dividend
| N/A | | Last Cap Gain
(18-Dec-07):
| 1.06 | | Annual Holdings Turnover
| 128.00% | | Average for Category:
| 118.51% |
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| Expense | ATHBX | Category
Avg | | Total Expense Ratio: | 2.00%
| 1.49% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$928 | $697 | | 5 Yr Expense Projection*: |
$1,179 | $1,075 | | 10 Yr Expense Projection*: |
$2,132 | $2,114 |
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1.83% Nasdaq 0.00%
0.06 (0.54%) 
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