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American Century Large Cap Equity I (AFEIX)

49.87
+0.39
+(0.79%)
At close: 8:03:44 PM EDT

Fund Summary

The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a company’s earnings and cash flow and changes in its earnings estimates.

American Century Large Cap Equity I

Kansas City, MO 64111
4500 Main Street
8165315575

Fund Overview

Category Large Blend
Fund Family American Century Investments
Net Assets 4.05B
YTD Return -0.41%
Yield 0.76%
Morningstar Rating
Inception Date Nov 30, 2004

Fund Operations

Last Dividend 0.43
Last Cap Gain 23.00
Holdings Turnover 21.00%
Average for Category --

Fees & Expenses

Expense AFEIX Category Average
Annual Report Expense Ratio (net) 0.59% 0.78%
Prospectus Net Expense Ratio 0.59% --
Prospectus Gross Expense Ratio 0.59% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Robert J Bove, Lead Manager since December 31, 2008
Rob co-manages the U.S. Sustainable Large Cap Core strategy and provides fundamental research and equity analysis on the health care and consumer staples sectors for this strategy as well as the U.S. Large Cap Growth strategy. He has been a member of the team since joining the firm in 2005. Previously, he was an analyst for U.S. Trust Company of New York with responsibilities that included health care sector coverage. Rob has worked in the investment industry since 1994. He earned a bachelor's degree in accounting from Villanova University and a master's degree in business administration with a concentration in finance from New York University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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