4 / 5 Stars
5 5 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#8 in Mid-Cap Blend
U.S. News evaluated 135 Mid-Cap Blend 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 25.33 percent over the past year, 16.32 percent over the past three years, and 20.13 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.8%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests in small-, medium- and large capitalization stocks as defined by Lipper, with between 25% and 50% of assets invested in each category during normal market conditions. The fund manager uses a quantitative investment process designed to identify common stocks of companies that currently have, or are expected to have, earnings and revenues that are not only growing, but growing at an accelerating rate, and that also have strong price momentum.
Fees are Average compared to funds in the same category.
American Century Legacy Multi Cap Fund has an expense ratio of 0.96 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.