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24.53
+0.23
+0.95%
24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 4.34B
American Century Heritage Inv
24.53
+0.23
+0.95%
- Overview
- Profile
- Historical Data
- Holdings
American Century Heritage Fund Investor Class Overview
On this page you'll find an in-depth profile of American Century Heritage Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of TWHIX among other information.
Investment Strategy
The investment seeks long-term capital growth. 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 fund's 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. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.
Contact Information
Address
P.O. Box 419200,4500 Main Street
Kansas City,,MO 64141
United States
Kansas City,,MO 64141
United States
Phone
+1 8004444015
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert Brookby | Vice President | 2018 | Now |
| Biography | Robert M. Brookby, Vice President and Senior Portfolio Manager, has been a member of the team that manages the fund since joining American Century Investments in 2018. From 2008 to 2018, he was a portfolio manager for Putnam Investments. He was Senior Vice President and Portfolio Manager at Putnam Investments. Robert’s career in the investment industry began in 1999. He worked with Putnam Investments since 2008. Before joining Putnam, Robert was an Equity Analyst with Raymond James Financial from 1999 to 2000. | ||
| Nalin Yogasundram | Portfolio Manager | 2016 | Now |
| Biography | Nalin Yogasundram, Vice President and Portfolio Manager, has been a member of the team that manages the Fund since joining American Century in 2013 as an investment analyst and became a portfolio manager in 2016. Prior to joining American Century, he was an equity analyst for T. Rowe Price. He has a bachelor’s degree from the University of Arkansas, a master’s degree from Southern Methodist University, and an MBA from The Wharton School of the University of Pennsylvania. | ||
| Greg Walsh | Portfolio Manager | 2008 | 2018 |
| Biography | Mr. Walsh, Vice President and Portfolio Manager. He joined American Century Investments in 2003 as an investment analyst and became a portfolio manager in 2008. He has a bachelor of art degree in economics and accounting from Claremont McKenna College and an MBA from The Wharton School at the University of Pennsylvania. | ||
| David M. Hollond | Portfolio Manager | 2007 | 2017 |
| Biography | David Hollond joined American Century Investments in 1998. David oversees the teams that manage the company's U.S. small- and mid-cap growth equity portfolios. He also co-manages the U.S. All Cap Growth strategy. He has worked in the financial industry since 1992. | ||
| Glenn A. Fogle | Senior Vice President | 2007 | 2008 |
| Biography | Fogle is senior vice president and senior portfolio manager with American Century Investments, his employer since 1990. Previously, he spent two years as an analyst with MSecurities and one year as an instructor of finance at Texas Christian University. | ||
| Kurt R. Stalzer | Vice President, Portfolio Manager | 2000 | 2007 |
| Biography | Stalzer is vice president and portfolio manager with American Century Investmens, his employer since January 2000. Previously, he was a senior portfolio manager with Scudder Kemper Investments, his employer since 1997. Prior to that, he was a portfolio manager with Munder Capital Management for two years, and he spent 13 years with Woodbridge Capital Management, where he served as a senior equity-fund manager. He also spent a year as an internal auditor with American Federal Savings. | ||
| David M. Rose | Senior Vice President | 2004 | 2007 |
| Biography | David Rose, CFA, is a Senior Vice President, Chief Investment Officer, and a Managing Director of Granahan Investment Management, Inc. (“GIM”). Mr. Rose is the portfolio manager for GIM’s Small Cap Select, SMID-Select and MidCap Select strategies, as well as overseeing a portion of the multi-managed Small Cap and SMID-Cap portfolios. Mr. Rose joined GIM in 2015. Prior to joining GIM, most recently Mr. Rose was a partner with Furey Research Partners in Boston, where he conducted small cap equity research for use by the firm’s investment manager clients. Prior to his work at Furey Research, Mr. Rose spent much of his career as a portfolio manager with American Century Investments in Kansas City, MO, before moving to Pyramis Global Advisors in Smithfield, RI to manage a new mid-cap fund. Mr. Rose received his MS in Finance from the University of Wisconsin at Madison, and his BS in Business Administration from Washington University in St. Louis, MO. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Linda K. Peterson | Vice President, Senior Portfolio Manager | 1998 | 2004 |
| Biography | Peterson is currently a vice president and senior portfolio manager with American Century Investments, her employer since 1986. Peterson holds the Chartered Financial Analyst designation designation. | ||
| James E. Stowers | CEO, CIO, Portfolio Manager, Director | 1999 | 2000 |
| Biography | Stowers is chief executive officer, chief investment officer and portfolio manager with American Century Investments, his employer since 1981. He oversees the execution of all American Century domestic growth funds. He also leads the company's executive committee and is the director of American Century Companies. | ||
| Harold S. Bradley | Portfolio Manager | 1998 | 1999 |
| Biography | Bradley is a portfolio manager with American Century Investments, his employer since 1988. Prior to his current position, he was a manager for the firm's equity trading staff, vice president, and director of trading. Previously, he was a member of the Kansas City Board of Trade where he served as vice president. Bradley also has served in numerous industry leadership positions. | ||
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