Heritage Fund Investor Fund Quote

TWHIX Fund  USD 27.91  0.40  1.45%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 16

 
High
 
Low
Low
Heritage Fund is trading at 27.91 as of the 21st of November 2024; that is 1.45 percent up since the beginning of the trading day. The fund's open price was 27.51. Heritage Fund has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Heritage Fund Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of May 2024 and ending today, the 21st of November 2024. 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. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. More on Heritage Fund Investor

Moving together with Heritage Mutual Fund

  0.82AMDVX Mid Cap ValuePairCorr
  0.99AMEIX Equity GrowthPairCorr
  0.96AMGIX Income GrowthPairCorr

Moving against Heritage Mutual Fund

  0.78CDBCX Diversified BondPairCorr
  0.61TWGAX International GrowthPairCorr
  0.6TWIEX International GrowthPairCorr
  0.48TWACX Short Term GovernmentPairCorr
  0.43TWARX Short Term GovernmentPairCorr
  0.43TWAVX Short Term GovernmentPairCorr

Heritage Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, American Century Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Heritage Fund Investor [TWHIX] is traded in USA and was established 21st of November 2024. Heritage Fund is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of American Century Investments family. This fund at this time has accumulated 5.49 B in assets with no minimum investment requirementsHeritage Fund Investor is currently producing year-to-date (YTD) return of 25.37%, while the total return for the last 3 years was 0.77%.
Check Heritage Fund Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Heritage Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Heritage Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Heritage Fund Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Heritage Fund Investor Mutual Fund Constituents

ADSKAutodeskStockInformation Technology
SEICSEI InvestmentsStockFinancials
SWKSSkyworks SolutionsStockInformation Technology
LPLALPL Financial HoldingsStockFinancials
NOWServiceNowStockInformation Technology
BAHBooz Allen HamiltonStockInformation Technology
CGNXCognexStockInformation Technology
NWLNewell BrandsStockConsumer Discretionary
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Heritage Fund Top Holders

AORMXOne Choice PortfolioMutual FundAllocation--50% to 70% Equity
AOVIXOne Choice PortfolioMutual FundAllocation--85%+ Equity
AOMIXOne Choice PortfolioMutual FundAllocation--50% to 70% Equity
AORVXOne Choice PortfolioMutual FundAllocation--85%+ Equity
AOGIXOne Choice PortfolioMutual FundAllocation--70% to 85% Equity
AORYXOne Choice PortfolioMutual FundAllocation--70% to 85% Equity
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Heritage Fund Investor Risk Profiles

Heritage Fund Against Markets

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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