| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
4
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#112 in Large Value
U.S. News evaluated 328 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 31.91 percent over the past year, 16.46 percent over the past three years, and 4.26 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.8% |
| 1 Year | 31.9% |
| 3 Years (Annualized) | 16.5% |
| 5 Years (Annualized) | 4.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth, income is a secondary consideration. The fund invests primarily in larger companies. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's assets in equity securities of companies comprising the Russell 1000® Index. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) for the tobacco industry.
Fees
Fees are Below Average compared to funds in the same category.
American Century Newton Large Company Value Fund has an expense ratio of 0.67 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
