| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Although it’s categorized with other mid-cap funds, American Century Mid Cap Value has historically had a much larger stake in large-cap firms. That’s because management broadly defines midcaps as firms with market capitalizations of between $200 million and $22 billion.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.69 | 1.69 |
| Stocks | 89.41 | 89.41 |
| Bonds | 0.0 | 0.0 |
| Other | 1.3 | 1.3 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.59 | 7.59 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| iShares Russell Midcap Value Index | --- | --- | 3.49 |
| Republic Services Inc Class A | RSG | 17.99 | 3.23 |
| Northern Trust Corporation | NTRS | 16.99 | 2.65 |
| Imperial Oil Ltd | IMO | -8.06 | 2.32 |
| CareFusion Corp | CFN | 30.44 | 1.77 |
| Great Plains Energy Inc | GXP | 13.22 | 1.68 |
| PG&E Corp | PCG | 12.98 | 1.49 |
| Tyco International Ltd | TYC | 16.72 | 1.45 |
| Lowe's Companies Inc. | LOW | 20.16 | 1.43 |
| Applied Materials, Inc. | AMAT | 36.54 | 1.42 |
