4 / 5 Stars
5 5 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#31 in Large Blend
U.S. News evaluated 486 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 22.16 percent over the past year, 15.25 percent over the past three years, and 18.45 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. Under normal market conditions, at least 80% of the fund's net assets will be invested 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 capitalization, publicly traded U.S. companies with a market capitalization greater than $2 billion. 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 Average compared to funds in the same category.
American Century Newton Equity Growth Fund has an expense ratio of 0.48 percent.
Risk is Average compared to funds in the same category according to Morningstar.