American Century Small Cap Growth Fund Investor Class

 (MUTF:ANOIX)   Watch this mutual fund  
Find more results for ANOIX

Performance

Trailing returns

1 day
   
-0.12%  
1 week
   
-3.56%  
4 week   +1.03%
   
3 month   +1.34%
   
YTD   +16.53%
   
1 year   +23.57%
   
3 years*   +12.02%
   
5 years*   +13.40%
   
*annualized
Best 3 month return+29.75%  
Worst 3 month return-36.47%  

Morningstar statistics

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

Key statistics

Total assets502.00M 
Front load-  
Deferred load-  
Expense ratio1.36%  
Management fee-  
Fund familyAmerican Century Investments 

Asset allocation

Cash2.04%  
Stocks97.96%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
AIP Additional$50  
16.53-0.02(-0.12%)
Oct 18, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in small cap companies. The portfolio managers consider small cap companies to include those with a market capitalization that does not exceed that of the largest company in the Russell 2000 Growth Index. The portfolio managers look for stocks of smaller-sized companies they believe will increase in value over time, using an investment strategy developed by the fund's investment advisor.
Fund filings (PDF) »
Asset managers:
Jackie Wagner (Started: Apr 1, 2015)
Jeff Hoernemann (Started: Apr 30, 2017)
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* -10.10 0.17 -2.10 -1.42
Beta* 1.81 1.12 1.15 1.21
Mean annual return 1.71 1.02 1.15 0.72
R-squared* 57.88 56.53 56.80 77.04
Standard deviation 12.98 15.01 14.58 20.86
Sharpe ratio 1.53 0.79 0.93 0.39
* Against standard index

Top 10 holdings

Security Net Assets  
Catalent Inc (CTLT) 1.67%  
XPO Logistics Inc (XPO) 1.61%  
Tivity Health Inc (TVTY) 1.57%  
Monolithic Power Systems Inc (MPWR) 1.49%  
RingCentral Inc Class A (RNG) 1.41%  
Summit Materials Inc A (SUM) 1.37%  
Sensient Technologies Corp (SXT) 1.37%  
Bright Horizons Family Solutions Inc (BFAM) 1.36%  
Merit Medical Systems Inc (MMSI) 1.34%  
2U Inc (TWOU) 1.30%