Heritage Fund R5 Fund Quote
| ATHGX Fund | USD 25.48 0.46 1.77% |
PerformanceVery Weak
| Odds Of DistressLow
|
Heritage Fund is trading at 25.48 as of the 19th of March 2025; that is 1.77 percent down since the beginning of the trading day. The fund's open price was 25.94. Heritage Fund has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. 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 R5
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Heritage Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, American Century Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
Heritage Fund R5 [ATHGX] is traded in USA and was established 19th of March 2025. 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 presently has accumulated 5.04 B in assets under management (AUM) with no minimum investment requirementsHeritage Fund R5 is currently producing year-to-date (YTD) return of 0.15%, while the total return for the last 3 years was 10.15%.
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 R5 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 R5 Mutual Fund Constituents
| BAX | Baxter International | Stock | Health Care | |
| KEYS | Keysight Technologies | Stock | Information Technology | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| IR | Ingersoll Rand | Stock | Industrials | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| HUBS | HubSpot | Stock | Information Technology | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| SWKS | Skyworks Solutions | Stock | Information Technology |
Heritage Fund R5 Risk Profiles
| Mean Deviation | 1.44 | |||
| Standard Deviation | 2.16 | |||
| Variance | 4.65 | |||
| Risk Adjusted Performance | (0.16) |
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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