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    American Century Income & Growth Inv (BIGRX)

    32.97 Down 1.21(3.54%) Jun 24

    Profile as of May 30, 2016Get Profile for:
    American Century Income & Growth Inv
    AMERICAN CENTURY QUANTITATIVE EQ FDS INC4500 Main Street 9th FloorKANSAS CITY MO 64111
    Map
    Phone: 800-345-2021
    Fund Overview 
    Category:Large Value
    Fund Family:American Century Investments
    Net Assets:1.92B
    Year-to-Date Return:4.44%
    Yield:2.29%
    Morningstar Rating:4 stars
    Fund Inception Date:Dec 17, 1990
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    Claudia L. Musat
    Lead Manager since Dec 11, 2010
    Musat, Portfolio Manager and Quantitative Analyst, has been a member of the team that manages the fund since its inception in September 2005. She joined American Century in May 2005 as a quantitative analyst and became a portfolio manager in February 2008. She has a bachelor’s degree in computer science from the University of Iasi, Romania, a master’s degree in mathematics from Florida State University and a master’s degree in financial engineering from the University of California at Berkeley.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    BIGRX can be purchased from 136 brokerages.

    Fund Summary 
    The investment seeks long-term capital growth; income is a secondary consideration. In selecting stocks for the fund, the managers use quantitative management techniques in a two-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies with a market capitalization greater than $2 billion, from most attractive to least attractive based on an objective set of measures. Second, the portfolio managers use a quantitative model to build a portfolio of stocks from the ranking described above that they believe will provide the optimal balance between risk and expected return.

    Fund Operations 
    Last Dividend (Dec 14, 2015) : 0.20
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 22, 2016) : 79.00%
    Average for Category:44.24%
    Fees & Expenses 
    ExpenseBIGRXCategory Avg
    Annual Report Expense Ratio (net):0.67%1.10%
    Prospectus Net Expense Ratio:0.67%N/A
    Prospectus Gross Expense Ratio:0.67%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.36%
    Max Deferred Sales Load: N/A2.03%
    3 Yr Expense Projection*:215517
    5 Yr Expense Projection*:374780
    10 Yr Expense Projection*:8351,577
    * Per $10,000 invested