2 / 5 Stars
2 3 4 1 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#158 in Large Value
U.S. News evaluated 325 Large Value 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 18.31 percent over the past year, 12.97 percent over the past three years, 16.87 percent over the past five years, and 5.19 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||5.2%|
The investment seeks long-term capital growth. The fund invests primarily in stocks of medium to large companies that the portfolio managers believe are undervalued at the time of purchase. In selecting stocks, the portfolio managers look for companies that are temporarily out of favor in, or whose value is not yet recognized by, the market. To identify these companies, the portfolio managers look for companies with earnings, cash flows and/or assets that may not be reflected accurately in the companies' stock prices.
Fees are High compared to funds in the same category.
American Century Capital Value Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.