Performance
Trailing returns
| 1 day |
| -0.16% | |||
| 1 week |
| -0.74% | |||
| 4 week | +4.58% |
| |||
| 3 month | +7.47% |
| |||
| YTD | +13.64% |
| |||
| 1 year | +18.29% |
| |||
| 3 years* | +16.77% |
| |||
| 5 years* | +4.99% |
| |||
| *annualized | |||||
| Best 3 month return | +40.37% | |
| Worst 3 month return | -39.67% |
Morningstar statistics
Morningstar category: Mid-Cap Growth
| Return | Risk | Rating | |
| 3 years | Average | Average |
 
|
| 5 years | Average | Average |
|
| 10 years | High | Above Average |
|
| Overall | Above Average | Above Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 4.15B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.01% | |
| Management fee | - | |
| Fund family | American Century Investments |
Asset allocation
| Cash | 0.42% | |
| Stocks | 99.27% | |
| Bonds | 0.00% | |
| Other | 0.32% |
Purchase information
| Initial | US$2,500 | |
| Additional | US$50 | |
| IRA Initial | US$2,500 | |
| AIP Initial | US$2,500 | |
| AIP Additional | US$50 |
25.25-0.08(-0.32%)
May 24, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks long-term capital growth. The fund normally invests in stocks of medium-sized and smaller companies that the adviser believes will increase in value over time, using an investment strategy developed by American Century Investments. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that, over the long term, stock price movements follow growth in earnings and revenues.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Greg Walsh (Started: Mar 1, 2008)
David Hollond (Started: Feb 9, 2007)
Greg Walsh (Started: Mar 1, 2008)
David Hollond (Started: Feb 9, 2007)
American Century Investments, P.O. Box 419200, Kansas City, MO 64141, USA
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -10.42 | -2.32 | -0.22 | 3.78 | |
| Beta* | 1.13 | 1.16 | 1.11 | 1.14 | |
| Mean annual return | 0.65 | 1.08 | 0.62 | 1.12 | |
| R-squared* | 91.45 | 86.29 | 84.87 | 77.09 | |
| Standard deviation | 12.08 | 18.76 | 22.76 | 19.13 | |
| Sharpe ratio | 0.64 | 0.69 | 0.31 | 0.62 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Catamaran Corp (CTRX) | 2.98% | |
| Kansas City Southern, Inc. (KSU) | 2.40% | |
| Alliance Data Systems Corporation (ADS) | 2.19% | |
| SBA Communications Corp (SBAC) | 1.90% | |
| Whole Foods Market, Inc. (WFM) | 1.67% | |
| Canadian Pacific Railway Ltd (CP) | 1.62% | |
| Costco Wholesale Corporation (COST) | 1.61% | |
| Harley-Davidson Inc (HOG) | 1.58% | |
| LinkedIn Corp (LNKD) | 1.57% | |
| Discover Financial Services (DFS) | 1.49% |