2 / 5 Stars
3 4 4 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#40 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 23.41 percent over the past year, 14.49 percent over the past three years, 17.66 percent over the past five years, and 5.99 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||6.0%|
The investment seeks long-term capital growth; income is a secondary consideration. In selecting stocks for the fund, the 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, from most attractive to least attractive based on an objective set of measures. 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 Income and Growth Fund has an expense ratio of 0.93 percent.
Risk is Average compared to funds in the same category according to Morningstar.