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American Century Equity Income Fund (TWEAX)

8.67
-0.03
(-0.34%)
At close: 8:04:02 PM EDT
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  • Previous Close 8.70
  • YTD Return 5.87%
  • Expense Ratio 1.18%
  • Category Large Value
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 7.24B
  • Beta (5Y Monthly) 0.62
  • Yield 2.16%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.03
  • Inception Date Jul 13, 2001

The portfolio managers look for equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers' standards of selection.

American Century Investments

Fund Family

Large Value

Fund Category

7.24B

Net Assets

2001-07-13

Inception Date

Performance Overview: TWEAX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

TWEAX
5.87%
Category
4.44%
 

1-Year Return

TWEAX
14.95%
Category
14.37%
 

3-Year Return

TWEAX
6.21%
Category
6.04%
 

5-Year Return

TWEAX
8.75%
Category
9.20%
 

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Holdings: TWEAX

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Sector Weightings

SectorTWEAX
Healthcare   20.38%
Industrials   10.77%
Energy   9.27%
Utilities   8.82%
Technology   6.41%
Real Estate   1.06%

Recent News: TWEAX

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Research Reports: TWEAX

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