Nasdaq - Delayed Quote USD

AC Alternatives Disciplined Long Short Fund R Class (ACDWX)

17.08 -0.01 (-0.06%)
At close: January 24 at 8:00 PM EST

Fund Summary

The investment seeks long-term capital growth. The portfolio manager's use of short selling as a primary investment strategy creates leverage in an attempt to increase returns. The fund invests primarily in developed countries (including the United States), but it may also invest a portion of its assets in emerging market countries. The fund may engage in active and frequent trading of portfolio securities to achieve its principal investment strategies.

AC Alternatives Disciplined Long Short Fund R Class

AMERICAN CENTURY QUANTITATIVE EQ FDS INC
4500 Main Street 9th Floor
800-345-2021

Fund Overview

Category Long-Short Equity
Fund Family American Century Investments
Net Assets 29.7M
YTD Return 5.98%
Yield 0.00%
Morningstar Rating
Inception Date Oct 31, 2011

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 220.00%
Average for Category --

Fees & Expenses

Expense ACDWX Category Average
Annual Report Expense Ratio (net) 2.56% 1.92%
Prospectus Net Expense Ratio 2.56% --
Prospectus Gross Expense Ratio 2.56% --
Max 12b1 Fee 0.50% --
Max Front End Sales Load -- 5.33%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 798 --
5 Yr Expense Projection 1,361 --
10 Yr Expense Projection 2,890 --

Management Information

Tsuyoshi Ozaki, Lead Manager since August 03, 2017
Dr. Ozaki, joined American Century Investments in 2017 as a portfolio manager. Prior to joining American Century Investments, he worked as a director at Axioma, Inc. from 2016 to 2017. From 2013 to 2015 he was an executive director at MSCI Inc. and from 2008 to 2013 he was a quantitative strategist at Quantal International Inc. He has a bachelor’s degree in biophysics from Columbia University and a Ph.D. in neuroscience from Rockefeller University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers