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    American Century Income & Growth Inv (BIGRX)

    38.20 Down 0.20(0.52%) Mar 4

    Profile as of Feb 27, 2015Get Profile for:
    American Century Income & Growth Inv
    Phone: 800-345-2021
    Fund Overview 
    Category:Large Value
    Fund Family:American Century Investments
    Net Assets:2.17B
    Year-to-Date Return:1.48%
    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:2,500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    BIGRX can be purchased from 130 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 : 0.00
    Last Cap Gain (Dec 11, 2014) : 0.00
    Annual Holdings Turnover (Mar 2, 2015) : 76.00%
    Average for Category:43.96%
    Fees & Expenses 
    ExpenseBIGRXCategory Avg
    Annual Report Expense Ratio (net):0.67%1.13%
    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/A5.40%
    Max Deferred Sales Load: N/A2.21%
    3 Yr Expense Projection*:215529
    5 Yr Expense Projection*:374824
    10 Yr Expense Projection*:8351,639
    * Per $10,000 invested