American Century Heritage's revamped strategy did not keep it from navigating personnel departures in 2021. It warrants a Morningstar Analyst Rating of Neutral across all share classes.
Will ATHAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATHAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ATHAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ATHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.