NasdaqGM - Delayed Quote USD

American Century Small Cap Valu (0P0001A5B2)

10.81 +0.06 (+0.56%)
At close: April 5 at 4:00:00 PM EDT
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DELL
  • Previous Close 10.75
  • YTD Return 4.97%
  • Expense Ratio 0.01%
  • Category Small Value
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 6B
  • Beta (5Y Monthly) 1.01
  • Yield 1.08%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.02
  • Inception Date Apr 1, 2019

Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in small cap companies. The portfolio managers consider small cap companies to include those with market capitalizations no larger than that of the largest company in the S&P Small Cap 600® Index or the Russell 2000® Index.

American Century Investments

Fund Family

Small Value

Fund Category

6B

Net Assets

2019-04-01

Inception Date

Performance Overview: 0P0001A5B2

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Trailing returns as of 4/4/2024. Category is Small Value.

YTD Return

0P0001A5B2
4.97%
Category
26.79%
 

1-Year Return

0P0001A5B2
18.91%
Category
71.02%
 

3-Year Return

0P0001A5B2
4.68%
Category
9.35%
 

5-Year Return

0P0001A5B2
12.55%
Category
12.17%
 

Holdings: 0P0001A5B2

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Top 10 Holdings (21.68% of Total Assets)

SymbolCompany% Assets
GPK
Graphic Packaging Holding Company 2.50%
ONB
Old National Bancorp 2.43%
EVTC
EVERTEC, Inc. 2.28%
TPR
Tapestry, Inc. 2.18%
FNB
F.N.B. Corporation 2.16%
BC
Brunswick Corporation 2.14%
TKR
The Timken Company 2.12%
SKY
Champion Homes, Inc. 2.00%
SSB
SouthState Corporation 1.96%
COHR
Coherent Corp. 1.91%

Sector Weightings

Sector0P0001A5B2
Industrials   17.03%
Technology   14.01%
Energy   8.03%
Real Estate   4.36%
Healthcare   1.56%
Utilities   1.52%

Recent News: 0P0001A5B2

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Research Reports: 0P0001A5B2

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