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Nasdaq - Delayed Quote USD

American Century Discplnd Cor Val R (AICRX)

36.02
+0.30
+(0.84%)
At close: 6:48:43 PM EDT

Fund Summary

In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.

American Century Discplnd Cor Val R

KANSAS CITY MO 64111
4500 Main Street 9th Floor
816-531-5575

Fund Overview

Category Large Value
Fund Family American Century Investments
Net Assets 1.97B
YTD Return 2.05%
Yield 0.80%
Morningstar Rating
Inception Date Jun 28, 2001

Fund Operations

Last Dividend 0.08
Last Cap Gain 11.00
Holdings Turnover 67.00%
Average for Category --

Fees & Expenses

Expense AICRX Category Average
Annual Report Expense Ratio (net) 1.16% 0.90%
Prospectus Net Expense Ratio 1.16% --
Prospectus Gross Expense Ratio 1.16% --
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

Stephen Quance is co-chief investment officer - disciplined equity, senior vice president, and co-head of global analytics for American Century Investments®. Stephen co-manages the U.S. Disciplined Core Value, U.S. Disciplined Large Cap Core, U.S. Disciplined Large Cap Growth, U.S. Disciplined Small Cap Core, U.S. Utilities, Non-U.S. Disciplined Large Cap Value, Global Gold, and U.S. Low Volatility Equity strategies. He is also responsible for overseeing research, platform development and execution capabilities for all strategies managed by the Disciplined Equity group. Prior to joining American Century Investments in 2023, Stephen was the global director of factor investing at Invesco Ltd., responsible for maintaining and coordinating the factor investing research agenda across investment centers globally. He joined Invesco as their director of factor investing, Asia Pacific. Prior to Invesco, Stephen was a vice president and portfolio manager with Dimensional Fund Advisors. He started in the industry as a financial advisor with UBS AG and has worked in the industry since 2003. Stephen holds a bachelor's degree in civil and environmental engineering from Rice University and a master's degree in business administration from the University of Texas, McCombs School of Business.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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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