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 90 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
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%	33.80B	Sep 2011	TWHIX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	TWHIX vs VMFGX

Best Risk-Adjusted Alternatives to TWHIX

TWHIX has a PortfoliosLab risk / return rank of 5. There are 120 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	92	—	Dec 2016	TWHIX vs NEEIX
NEEGX	Needham Growth Fund	92	—	Jan 1996	TWHIX vs NEEGX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	91	31.20B	Aug 1995	TWHIX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	90	—	Oct 2000	TWHIX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	83	—	Nov 2004	TWHIX vs POAGX

Top Performing TWHIX Alternatives (YTD)

TWHIX is at 5.25% YTD. There are 111 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 62.40%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	62.40%	—	Dec 2016	TWHIX vs NEEIX
NEEGX	Needham Growth Fund	62.10%	—	Jan 1996	TWHIX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	39.80%	—	Oct 2000	TWHIX vs TAAGX
CTIGX	Calamos Timpani SMID Growth Fund	28.65%	—	Jul 2019	TWHIX vs CTIGX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	26.81%	31.20B	Aug 1995	TWHIX vs VHCOX

Lowest Volatility Alternatives to TWHIX

TWHIX has 18.07% 1-year volatility. There are 84 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.08%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	11.08%	—	May 2021	TWHIX vs BBMIX
VLEQX	Villere Equity Fund	11.10%	—	May 2013	TWHIX vs VLEQX
BQMGX	Bright Rock Mid Cap Growth Fund	12.28%	—	May 2010	TWHIX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.69%	—	Dec 1996	TWHIX vs VSNGX
RIPIX	Royce International Premier Fund Institutional Cla...	13.29%	—	—	TWHIX vs RIPIX

Lowest Drawdown Alternatives to TWHIX

TWHIX has a 1-year max drawdown of -15.82%. There are 109 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 5 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	19	5.30%	26.59B	Nov 1981	TWHIX vs TWCUX
TWCGX	American Century Growth Fund	Large Cap Growth Equities	20	4.53%	14.71B	Jun 1971	TWHIX vs TWCGX
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	21	-3.68%	1.76B	Aug 1988	TWHIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	27	5.91%	2.12B	May 2006	TWHIX vs ACFOX
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	22	4.95%	—	Mar 2022	TWHIX vs ACIHX
TWCIX	American Century Select Fund	Large Cap Growth Equities	25	5.01%	6.39B	Jun 1971	TWHIX vs TWCIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	72	2.32%	1.62B	Dec 1986	TWHIX vs BCHYX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	51	7.32%	6.45B	Aug 1994	TWHIX vs TWEIX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	82	12.02%	1.99B	Dec 1990	TWHIX vs BIGRX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	52	7.40%	—	Jul 1998	TWHIX vs ACIIX

Often Compared With TWHIX

Investors most often compare TWHIX with BULIX, VOO, MID. 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	18	6.60%	312.77M	Feb 1993	TWHIX vs BULIX
VOO	Vanguard S&P 500 ETF	S&P 500	68	9.75%	1.70T	Sep 2010	TWHIX vs VOO
MID	American Century Mid Cap Growth Impact ETF	Mid Cap Growth Equities	13	3.69%	94.19M	Jul 2020	TWHIX vs MID
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	65	10.81%	—	—	TWHIX vs FSKAX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	42	10.97%	176.32B	May 1967	TWHIX vs FCNTX
SPY	State Street SPDR S&P 500 ETF	S&P 500	68	9.74%	765.27B	Jan 1993	TWHIX vs SPY
QQQ	Invesco QQQ ETF	Nasdaq-100	72	20.41%	493.17B	Mar 1999	TWHIX vs QQQ
KMKAX	Kinetics Market Opportunities Fund	Mid Cap Growth Equities	2	6.64%	—	Jan 2006	TWHIX vs KMKAX
SENAX	Allspring Discovery Mid Cap Growth Fund	Mid Cap Growth Equities	12	8.48%	—	Feb 2000	TWHIX vs SENAX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	10.35%	2.30T	May 2001	TWHIX vs VTI
ASQIX	American Century Small Company Fund	Small Cap Blend Equities	74	21.83%	177.42M	Jul 1998	TWHIX vs ASQIX
TWSAX	American Century Strategic Allocation: Aggressive ...	Diversified Portfolio	43	7.86%	735.62M	Feb 1996	TWHIX vs TWSAX
NPHIX	American Century High Income Fund	High Yield Bonds	73	1.32%	—	Dec 2012	TWHIX vs NPHIX
ACITX	American Century Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	27	1.24%	2.02B	Feb 1997	TWHIX vs ACITX
ARGVX	American Century Investments One Choice 2060 Portf...	Target Retirement Date	46	8.12%	429.52M	Sep 2015	TWHIX vs ARGVX
AOGIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	42	7.80%	896.58M	Sep 2004	TWHIX vs AOGIX
TWGGX	American Century Focused Global Growth Fund	Global Equities	13	6.68%	550.83M	Nov 1998	TWHIX vs TWGGX
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	54	11.34%	—	May 2009	TWHIX vs BFGIX
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	19	5.47%	—	Jul 2013	TWHIX vs AULDX
ACMVX	American Century Mid Cap Value Fund	Mid Cap Value Equities	32	8.82%	5.65B	Mar 2004	TWHIX vs ACMVX

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