Heritage Fund is trading at 22.58 as of the 23rd of March 2025; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 22.53. Heritage Fund has about a 22 % 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 23rd of December 2024 and ending today, the 23rd 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. American Century is traded on NASDAQ Exchange in the United States. More on Heritage Fund Investor
Heritage Fund Investor [TWHIX] is traded in USA and was established 23rd of March 2025. 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 0.13%, while the total return for the last 3 years was 9.92%.
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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.