14 important things you should know about American Century Investments TWHIX mutual fund

Updated: Last Monday
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Before we start: if you’re looking for TWHIX “stock” price, you can quickly find it out by visiting Finny and typing "TWHIX quote". If you’re looking for a quick scoop on TWHIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "TWHIX". You’ll get all this info in one place.

Are you looking to buy or sell TWHIX? Or perhaps you’re looking for TWHIX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this TWHIX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: TWHIX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: TWHIX buy or sell; the pros and cons of investing in TWHIX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to TWHIX.

And here is the list of questions we’ll answer:

  1. Describe American Century Mutual Funds, Inc: Heritage Fund; Investor Class Shares (TWHIX).
  2. What are TWHIX holdings?
  3. What is TWHIX performance? What are TWHIX historical returns?
  4. How many up and down years did TWHIX have historically?
  5. What is TWHIX dividend yield?
  6. What is TWHIX minimum initial investment amount?
  7. What is TWHIX expense ratio?
  8. Does TWHIX have any sales loads or 12b-1 distribution expenses?
  9. What is TWHIX tax efficiency (tax-cost ratio)?
  10. What is TWHIX beta? How would you assess TWHIX risk?
  11. What is TWHIX Sharpe ratio?
  12. What is TWHIX Finny Score? TWHIX buy or sell?
  13. What are the pros of investing in TWHIX? What are TWHIX buy reasons?
  14. What are the cons of investing in TWHIX? What are TWHIX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century Mutual Funds, Inc: Heritage Fund; Investor Class Shares (TWHIX).

The Fund seeks long-term capital growth by investing in companies whose earnings and revenues are growing at an accelerated rate. Firms exhibiting these accelerated rates will, in the view of Fund Management, have a greater potential of increasing in value over the long-term.

2. What are TWHIX top holdings?

TWHIX has 74 stock holdings and 0 bond holdings.

The top 10 holdings represent 26.83% of total assets. Here are the top holdings:

Name Symbol % Assets
SBA Communications Corp SBAC 4.26%
Fiserv Inc FISV 4.22%
Encompass Health Corp EHC 2.50%
Teleflex Inc TFX 2.37%
Cadence Design Systems Inc CDNS 2.33%
Cognex Corp CGNX 2.26%
F5 Networks Inc FFIV 2.26%
MSCI Inc MSCI 2.22%
Advanced Micro Devices Inc AMD 2.21%
Twitter Inc TWTR 2.20%

3. What is TWHIX performance? What are TWHIX historical returns?

TWHIX has generated the following returns:

  • 1-month return is 12.36%;
  • 3-month return is -8.15%;
  • 1-year return is 6.50%;
  • 3-year return is 11.20%;
  • 5-year return is 8.31%;
  • 10-year return is 11.52%;
  • 15-year return is 11.38%.

4. How many up and down years did TWHIX have historically?

In the last 10 years, TWHIX had 8 up years and 2 down years.

5. What is TWHIX dividend yield?

TWHIX yield is 0%.

6. What is TWHIX minimum initial investment amount?

TWHIX minimum initial investment amount is $3.00K.

7. What is TWHIX expense ratio?

TWHIX expense ratio is 1.01%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does TWHIX have any sales loads or 12b-1 distribution expenses?

TWHIX 12b-1 distribution fee is 0. TWHIX front-end sales load is 0. TWHIX back-end sales load is 0.

9. What is TWHIX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.45%;
  • 3-year ax cost ratio is 3.21%.

10. What is TWHIX beta? How would you assess TWHIX risk?

  • 3-year beta is 1.12;
  • 5-year beta is 1.10;
  • 10-year beta is 1.11;
  • 15-year beta is 1.11.

11. What is TWHIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.28;
  • 5-year Sharpe ratio is 0.25;
  • 10-year Sharpe ratio is 0.60;
  • 15-year Sharpe ratio is 0.60.

Analysis

12. What is TWHIX Finny Score? TWHIX buy or sell?

TWHIX Finny Score is 33. Our quantitative analysis shows 3 reasons to buy TWHIX and 6 reasons to sell it, resulting in the Finny Score of 33.

13. What are the pros of investing in TWHIX? What are TWHIX buy reasons?

The following are TWHIX strengths from our perspective:

  • TWHIX 3-year return is 11.2%, which is in line with the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.35%.
  • TWHIX 15-year return is 11.38%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 10.14%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in TWHIX? What are TWHIX negatives?

The following are TWHIX weaknesses from our perspective:

  • TWHIX 5-year return is 8.31%, which is lower than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 9.51%.
  • TWHIX 10-year return is 11.52%, which is lower than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.99%.
  • TWHIX expense ratio is 1.01%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • TWHIX 3-year Beta is 1.12, which is higher than the index (S&P 500 TR USD) 3-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 3 years.
  • TWHIX 10-year Beta is 1.11, which is higher than the index (S&P 500 TR USD) 10-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 10 years.
  • TWHIX 15-year Beta is 1.11, which is higher than the index (S&P 500 TR USD) 15-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 15 years.
In the TWHIX review, we covered TWHIX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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