3 / 5 Stars
4 4 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#156 in Large Value
U.S. News evaluated 330 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 17.35 percent over the past year, 12.49 percent over the past three years, 4.50 percent over the past five years, and 7.21 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.6%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||4.5%|
|10 Years (Annualized)||7.2%|
The investment seeks long-term capital growth; income is a secondary consideration. 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 (with a tilt towards value). 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 Low compared to funds in the same category.
American Century Income and Growth Fund has an expense ratio of 0.93 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.