American Century Capital Val Inv 4500 Main St P O Box 419200 Kansas City MO 64141 Map
Phone: 800-345-8765
| Category: | Large Value | | Fund Family: | American Century Investments | | Net Assets: | 165.38M | | Year-to-Date Return: | 18.64% | | Yield: | 3.07% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-99 |
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Charles A. Ritter
Lead Manager since
31-Mar-99 | | | Ritter is a vice president and senior portfolio manager with American Century Investments, his employer since December 1998. Prior to joining the firm, he was with Federated Investors for 15 years, most recently as vice president and portfolio manager. Ritter holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital growth while attempting to minimize the impact of federal taxes on shareholder returns. The fund primarily invests in common stocks. It may invest in preferred stocks, foreign securities, convertibles, notes, bonds, and other debt securities. The fund may seeks to minimize realized capital gains by keeping portfolio turnover low and generally holding its investments for long periods. |
| Last Dividend
(23-Dec-08):
| 0.17 | | Last Cap Gain
(18-Dec-07):
| 0.34 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | ACTIX | Category Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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