American Century Large Company Value Fund Investor Class

 (MUTF:ALVIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.29%
   
1 week   +0.69%
   
4 week
   
-1.25%  
3 month   +4.35%
   
YTD   +7.12%
   
1 year   +10.08%
   
3 years*   +6.07%
   
5 years*   +12.67%
   
*annualized
Best 3 month return+28.62%  
Worst 3 month return-28.52%  

Morningstar statistics

Morningstar category: Large Value
  Return Risk Rating
3 years Below Average Average
5 years Average Average
10 years Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets842.64M 
Front load-  
Deferred load-  
Expense ratio0.83%  
Management fee-  
Fund familyAmerican Century Investments 

Asset allocation

Cash0.44%  
Stocks97.80%  
Bonds0.00%  
Preferred1.76%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
AIP Additional$50  
10.25+0.03(0.29%)
Nov 20, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth; income is a secondary objective. The fund invests primarily in larger companies. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in equity securities of companies comprising the Russell 1000� Index.
Fund filings (PDF) »
Asset managers:
Brian Woglom (Started: Jan 8, 2016)
Brendan Healy (Started: Feb 29, 2004)
Advisor Company:
American Century Investment Management, Inc
Fund family reports on Morningstar »
American Century Investments, P.O. Box 419200,4500 Main Street, Kansas City, MO 64141, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -16.18 -3.88 -3.20 -2.35
Beta* 1.47 1.04 1.05 1.02
Mean annual return 1.26 0.60 1.02 0.52
R-squared* 69.60 87.27 89.25 95.68
Standard deviation 7.40 11.14 10.51 15.76
Sharpe ratio 1.92 0.62 1.13 0.37
* Against standard index

Top 10 holdings

Security Net Assets  
Schlumberger Ltd (SLB) 3.76%  
Pfizer Inc (PFE) 3.38%  
Johnson Controls International PLC (JCI) 3.26%  
General Electric Co (GE) 2.98%  
Procter & Gamble Co (PG) 2.81%  
Verizon Communications Inc (VZ) 2.64%  
US Bancorp (USB) 2.57%  
Bank of New York Mellon Corp (BK) 2.51%  
Cisco Systems Inc (CSCO) 2.51%  
Chevron Corp (CVX) 2.48%