3 / 5 Stars
4 5 5 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#166 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.80 percent over the past year, 16.99 percent over the past three years, 5.04 percent over the past five years, and 7.59 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||15.3%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||5.0%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital growth by investing in common stocks. The fund normally invests 80% of its assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative management techniques in a two-step process. First, the managers rank stocks, primarily large publicly-traded U.S. companies, from most attractive to least attractive based on each stock's value as well as its growth potential. Second, the portfolio managers use a quantitative model to build a portfolio of stocks from the ranking described above that they believe will provide the optimal balance between risk and expected return.
Fees are High compared to funds in the same category.
American Century Equity Growth Fund has an expense ratio of 0.93 percent.
Risk is Average compared to funds in the same category according to Morningstar.