3 / 5 Stars
4 3 4 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#153 in Large Growth
U.S. News evaluated 468 Large Growth 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 24.36 percent over the past year, 14.38 percent over the past three years, and 21.37 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||21.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then 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 Disciplined Growth Fund has an expense ratio of 1.28 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.