TWHIX Alternatives & Similar Mutual Funds

American Century Heritage Fund (TWHIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TWHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TWHIX

TWHIX charges 1.00% annually. There are 91 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	TWHIX vs SSMHX
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	—	TWHIX vs FSMAX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	TWHIX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	TWHIX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	32.20B	Sep 2011	TWHIX vs VMGMX

Best Risk-Adjusted Alternatives to TWHIX

TWHIX has a PortfoliosLab risk / return rank of 6. There are 106 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	91	—	Dec 2016	TWHIX vs NEEIX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	91	27.60B	Aug 1995	TWHIX vs VHCOX
NEEGX	Needham Growth Fund	91	—	Jan 1996	TWHIX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	88	—	Oct 2000	TWHIX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	84	—	Nov 2004	TWHIX vs POAGX

Top Performing TWHIX Alternatives (YTD)

TWHIX is at 6.98% YTD. There are 82 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 52.41%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	52.41%	—	Dec 2016	TWHIX vs NEEIX
NEEGX	Needham Growth Fund	52.15%	—	Jan 1996	TWHIX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	33.14%	—	Oct 2000	TWHIX vs TAAGX
EEOFX	Essex Environmental Opportunities Fund	28.61%	—	Sep 2017	TWHIX vs EEOFX
CTIGX	Calamos Timpani SMID Growth Fund	26.75%	—	Jul 2019	TWHIX vs CTIGX

Lowest Volatility Alternatives to TWHIX

TWHIX has 17.39% 1-year volatility. There are 89 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.32%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.32%	—	May 2013	TWHIX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.64%	—	May 2021	TWHIX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.20%	—	May 2010	TWHIX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.40%	—	Dec 1996	TWHIX vs VSNGX
SGFFX	Sparrow Growth Fund	12.95%	—	Oct 1998	TWHIX vs SGFFX

Lowest Drawdown Alternatives to TWHIX

TWHIX has a 1-year max drawdown of -15.82%. There are 111 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	TWHIX vs MGOYX
VLEQX	Villere Equity Fund	-8.09%	—	May 2013	TWHIX vs VLEQX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	TWHIX vs VSNGX
BBMIX	BBH Select Series - Mid Cap Fund	-8.89%	—	May 2021	TWHIX vs BBMIX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	TWHIX vs SECUX

Other Mutual Funds from American Century

The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 4 categories. AUM among these funds goes as high as $27B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	27	10.11%	26.59B	Nov 1981	TWHIX vs TWCUX
TWCGX	American Century Growth Fund	Large Cap Growth Equities	31	9.13%	14.71B	Jun 1971	TWHIX vs TWCGX
BGEIX	American Century Global Gold Fund	Precious Metals	30	0.87%	1.76B	Aug 1988	TWHIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	36	10.45%	2.12B	May 2006	TWHIX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	36	9.24%	6.39B	Jun 1971	TWHIX vs TWCIX
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	33	9.51%	—	Mar 2022	TWHIX vs ACIHX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	61	1.90%	1.62B	Dec 1986	TWHIX vs BCHYX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	37	5.54%	6.45B	Aug 1994	TWHIX vs TWEIX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	76	11.39%	1.99B	Dec 1990	TWHIX vs BIGRX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	38	5.70%	—	Jul 1998	TWHIX vs ACIIX

Often Compared With TWHIX

Investors most often compare TWHIX with BULIX, VOO, FSKAX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BULIX	American Century Utilities Fund	Utilities Equities	9	2.66%	312.77M	Feb 1993	TWHIX vs BULIX
VOO	Vanguard S&P 500 ETF	S&P 500	75	11.69%	1.60T	Sep 2010	TWHIX vs VOO
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	71	11.81%	—	—	TWHIX vs FSKAX
MID	American Century Mid Cap Growth Impact ETF	Mid Cap Growth Equities	17	5.98%	94.19M	Jul 2020	TWHIX vs MID
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	39	8.01%	176.32B	May 1967	TWHIX vs FCNTX
SPY	State Street SPDR S&P 500 ETF	S&P 500	75	11.69%	781.00B	Jan 1993	TWHIX vs SPY
QQQ	Invesco QQQ ETF	Nasdaq-100	77	21.62%	493.99B	Mar 1999	TWHIX vs QQQ
KMKAX	Kinetics Market Opportunities Fund	Mid Cap Growth Equities	2	11.15%	—	Jan 2006	TWHIX vs KMKAX
SENAX	Allspring Discovery Mid Cap Growth Fund	Mid Cap Growth Equities	12	7.33%	—	Feb 2000	TWHIX vs SENAX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	74	12.01%	2.20T	May 2001	TWHIX vs VTI
ASQIX	American Century Small Company Fund	Small Cap Blend Equities	65	19.19%	177.42M	Jul 1998	TWHIX vs ASQIX
TWSAX	American Century Strategic Allocation: Aggressive ...	Diversified Portfolio	44	7.98%	735.62M	Feb 1996	TWHIX vs TWSAX
ACITX	American Century Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	31	1.70%	2.02B	Feb 1997	TWHIX vs ACITX
AOGIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	43	7.97%	896.58M	Sep 2004	TWHIX vs AOGIX
ACMVX	American Century Mid Cap Value Fund	Mid Cap Value Equities	20	7.20%	5.65B	Mar 2004	TWHIX vs ACMVX
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	4	4.79%	—	—	TWHIX vs RIPIX
ARGVX	American Century Investments One Choice 2060 Portf...	Target Retirement Date	47	8.36%	429.52M	Sep 2015	TWHIX vs ARGVX
NPHIX	American Century High Income Fund	High Yield Bonds	77	1.43%	—	Dec 2012	TWHIX vs NPHIX
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	29	10.25%	—	Jul 2013	TWHIX vs AULDX
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	31	3.92%	—	May 2009	TWHIX vs BFGIX

Compare TWHIX with Any Fund or Stock

Compare TWHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TWHIX with funds that move differently

American Century Heritage Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWHIX.

Explore TWHIX Diversifiers

American Century Heritage Fund (TWHIX) Alternatives