3 / 5 Stars
4 4 5 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#21 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap 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 23.76 percent over the past year, 13.75 percent over the past three years, and 24.10 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth; income is a secondary consideration. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalization at the time of purchase is within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) for the tobacco industry.
Fees are Low compared to funds in the same category.
American Century Investments NT Mid Cap Value Fund has an expense ratio of 0.80 percent.
Risk is Low compared to funds in the same category according to Morningstar.