American Century Small Cap Growth Fund Investor Class

 (MUTF:ANOIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.95%  
1 week
   
-0.83%  
4 week   +2.19%
   
3 month   +6.74%
   
YTD   +22.14%
   
1 year   +22.23%
   
3 years*   +10.37%
   
5 years*   +14.89%
   
*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 assets718.20M 
Front load-  
Deferred load-  
Expense ratio1.36%  
Management fee-  
Fund familyAmerican Century Investments 

Asset allocation

Cash1.50%  
Stocks98.50%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
AIP Additional$50  
17.03+0.26(1.55%)
Dec 14, 7:00PM EST 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* 12.83 -0.74 -2.21 -1.67
Beta* 0.44 1.10 1.15 1.20
Mean annual return 1.88 0.94 1.26 0.77
R-squared* 10.98 56.65 56.37 76.90
Standard deviation 5.25 14.77 14.52 20.72
Sharpe ratio 4.14 0.73 1.02 0.43
* Against standard index

Top 10 holdings

Security Net Assets  
Cotiviti Holdings Inc (COTV) 1.59%  
XPO Logistics Inc (XPO) 1.58%  
Catalent Inc (CTLT) 1.47%  
Monolithic Power Systems Inc (MPWR) 1.44%  
Tivity Health Inc (TVTY) 1.44%  
Summit Materials Inc A (SUM) 1.44%  
RingCentral Inc Class A (RNG) 1.43%  
LogMeIn Inc (LOGM) 1.41%  
2U Inc (TWOU) 1.35%  
Granite Construction Inc (GVA) 1.34%