3 / 5 Stars
3 3 5 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#143 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 21.92 percent over the past year, 16.17 percent over the past three years, 17.47 percent over the past five years, and 7.26 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.5%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||7.3%|
The investment seeks long-term capital appreciation; income is a secondary consideration. In selecting stocks for the fund, the portfolio managers look for companies of all sizes whose stock price may not reflect the company's value. The managers attempt to purchase the stocks of these undervalued companies and hold each stock until the price has increased to, or is higher than, a level the managers believe more accurately reflects the fair value of the company. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers' standards of selection.
Fees are Low compared to funds in the same category.
American Century Investments Value Fund has an expense ratio of 1.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.