Heritage Fund is trading at 15.87 as of the 3rd of February 2026; that is 0.76 percent up since the beginning of the trading day. The fund's open price was 15.75. Heritage Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of November 2025 and ending today, the 3rd of February 2026. Click here to learn more.
The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the funds investment advisor. American Century is traded on NASDAQ Exchange in the United States. More on Heritage Fund R
Heritage Fund R [ATHWX] is traded in USA and was established 3rd of February 2026. The fund is listed under Mid-Cap Growth category and is part of American Century Investments family. This fund presently has accumulated 5.04 B in assets under management (AUM) with no minimum investment requirementsHeritage Fund R is currently producing year-to-date (YTD) return of 2.15%, while the total return for the last 3 years was 14.35%.
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The fund generated returns of 5.0% over the last ten years. Heritage Fund R holds 98.09% of assets under management (AUM) in equities. Large For more info on Heritage Fund R please contact the company at 800-345-2021.
Heritage Fund R Investment Alerts
Heritage Fund R is way too risky over 90 days horizon
Heritage Fund R appears to be risky and price may revert if volatility continues
Heritage Fund issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Heritage Fund R uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Heritage bonds can be classified according to their maturity, which is the date when Heritage Fund R has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Heritage Fund intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Heritage Fund mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Heritage Fund's time-series forecasting models are one of many Heritage Fund's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Heritage Fund's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Other Information on Investing in Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Heritage with respect to the benefits of owning Heritage Fund security.
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