American Century Investments Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
3 3 3 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#70 in Small Value

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.55 percent over the past year, 14.00 percent over the past three years, 19.19 percent over the past five years, and 9.59 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.5%
1 Year 22.5%
3 Years (Annualized) 14.0%
5 Years (Annualized) 19.2%
10 Years (Annualized) 9.6%

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Summary

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 small cap companies. The portfolio managers consider small cap companies to include those with a market capitalization no larger than that of the largest company in the S&P Small Cap 600® Index or the Russell 2000® Index.

Investment Strategy

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 small cap companies. The portfolio managers consider small cap companies to include those with a market capitalization no larger than that of the largest company in the S&P Small Cap 600® Index or the Russell 2000® Index.

Fees

Fees are Low compared to funds in the same category.
American Century Investments Small Cap Value Fund has an expense ratio of 1.47 percent.

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Risk

Generally, the fund appears to have below-average risk, sporting a standard deviation (a measure of volatility) of less than the S&P 500. By holding nearly 90 percent of its portfolio in U.S. large-cap value stocks, the fund could suffer if this asset class performs poorly.

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