Ratings & Risk for American Century Heritage C (AHGCX)

Morningstar Category: Mid-Cap Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Above Average
    		238
    5-Year High Above Average
    		208
    10-Year Above Average Below Average
    		136
    Overall High Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 24.71 0.29 0.04
    5-Year 21.07 0.80 0.32
    10-Year 21.47 0.58 0.19
    15-Year 20.19 0.76 0.27
    20-Year 19.05 0.78 0.28
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 85.58 0.96 -0.08
    3-Year 79.62 1.12 9.73
    5-Year 75.33 1.14 8.19
    10-Year 56.14 0.99 6.54

    S&P 500 TR

    Trailing data as of 10/31/2009