American Century Heritage Investor Class
TWHIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 4500 Main Street Kansas City MO United States of America 64111
- IPO Date
- Nov 10, 1987
- CIK
- 0000100334
- Website
- americancentury.com
- Similar Companies
- Business
- American Century Heritage Investor Class (TWHIX) is a mutual fund offered by American Century Investments that seeks long-term capital growth through investments primarily in medium-sized and smaller growth companies with strong fundamentals and potential for appreciation; the fund employs a bottom-up research process focusing on stocks of mid-cap growth companies, typically holding 80-100 securities with sector allocations emphasizing technology, industrials, healthcare, financial services, and consumer cyclical sectors; it benchmarks performance against the Russell Midcap Growth Index. American Century Investments, founded in 1958 and headquartered in Kansas City, Missouri, manages the fund as part of its broader suite of mutual funds, exchange-traded funds (ETFs), collective investment trusts, separately managed accounts, and private investments; the firm operates globally with offices in New York, London, Hong Kong, Sydney, and other locations, serving individual investors, financial professionals, institutions, and corporations. Investor Class shares (TWHIX) feature a net expense ratio of 1.00%, a minimum initial investment of $2,500 for non-retirement accounts ($1,000 for IRAs), and daily pricing with no front-end or deferred loads; the fund maintains a portfolio turnover rate of approximately 42-66%, with top holdings including Palantir Technologies Inc., LPL Financial Holdings Inc., AppLovin Corp., Hilton Worldwide Holdings Inc., and Church & Dwight Co. Inc., representing about 15% of assets; as of late 2025, total net assets exceed $6 billion, primarily in U.S. equities (96.86%). In recent developments, American Century Investments surpassed $300 billion in assets under supervision in September 2025, driven by strong growth in active ETFs (reaching $75 billion and ranking fourth-largest U.S. issuer) and global expansion including new UCITS ETFs in Europe; the firm integrated a private investments team from 3x5 Partners in 2023 to enhance offerings in early-stage growth areas like healthcare and climate tech, while maintaining its unique structure directing over 40% of profits (more than $2 billion since 2000) to the Stowers Institute for Medical Research; portfolio managers include Nalin Yogasundram (since 2016) and Rahul Jadhav (since May 2025).