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2013 Tax Form 8937
Compelling Growth Potential. Heritage is an opportunistic growth fund designed to help build capital over time through investments in growing mid-sized companies.
Seeks long-term capital growth.
Mid-cap companies often have more sustainable business models with less volatility than small-cap companies and higher long-term growth potential than large-cap companies. Thus, investing in mid-cap stocks may help diversify your portfolio and improve risk-adjusted returns. Diversification does not ensure a profit or protect against a loss in a declining market.
Heritage's managers focus on finding promising mid-sized companies early in their growth cycle. Their distinctive investment strategy seeks to uncover:
The investment team looks past market consensus expectations, which tend to greatly underestimate or overestimate a company's earnings growth potential. By focusing on income statements and analyzing other non-financial metrics, they often identify improved business trends to buy companies early in an upward cycle.
The value and/or returns of a portfolio will fluctuate with market and economic conditions. Historically, small and/ or mid-cap stocks have been more volatile than the stocks of larger, more established companies. Smaller companies may have limited resources, product lines and markets, and their securities may trade less frequently and in more limited volumes than those of larger companies. There is no guarantee that the investment objectives will be met. Dividends and yields represent past performance and there is no guarantee that they will continue to be paid.
Past performance is no guarantee of future results.
Long-term capital growth by investing primarily in mid-sized U.S. companies.
Seeks high growth by opportunistically investing in mid-sized companies exhibiting both sustainable accelerating earnings growth and positive price momentum.
Extraordinary performance is attributable in part to unusually favorable market conditions and may not be repeated or consistently achieved in the future.
Vice President and Senior Portfolio Manager
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The value and/or returns of a portfolio will fluctuate with market and economic conditions.
Historically, small- and/or mid-cap stocks have been more volatile than the stock of larger, more-established companies. Smaller companies may have limited resources, product lines and markets, and their securities may trade less frequently and in more limited volumes than the securities of larger companies.
The gross expense ratio is the fund's total annual operating costs, expressed as a percentage of the fund's average net assets for a given time period. It is gross of any fee waivers or expense reimbursement. The net expense ratio is the expense ratio after the application of any waivers or reimbursement. This is the actual ratio that investors paid during the fund's most recent fiscal year. Please see the prospectus for more information.
W2 Minimum initial investment is $1,000 for IRA and CESA accounts, and $2,500 for non-retirement accounts, but these minimums are waived with an initial investment of at least $500 per account and automatic investments of at least $100 per month. If your account balance falls below the minimum, or if you cancel your automatic monthly investment plan prior to reaching the minimum, American Century Investments may redeem the account and send the proceeds to you. Prior to doing so, we will notify you and give you 90 days to meet the minimum or reinstate your automatic monthly investment plan.
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