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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.
Vice President and Senior Portfolio Manager
Put your strategy into action.
Data reflects past performance for Investor Class shares, assumes reinvestment of dividends and capital gains and is no guarantee of future results. Current performance may be higher or lower than data shown. Investment return and principal value fluctuates. Redemption value may be more or less than original cost. Obtain performance data current to the most recent quarter end. For additional share class information, consult the prospectus.
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.
Net expense ratio is the total annual operating expense ratio for the fund, net of any fee waivers or expense reimbursements. Gross expense ratio is the total annual operating expense ratio for the fund, gross of any fee waivers or expense reimbursements. Expense ratios are as of the funds' most current prospectus. This is the actual ratio that investors paid during the fund's most recent fiscal year.
W2 If your account falls below the minimum balance, you will be notified and given 90 days to meet the minimum. If the deadline is not met, American Century Investments may redeem the shares in the account and send the proceeds to the address of record.
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