American Century Equity Income Instl
4500 Main Street 9th Floor Kansas City MO 64111
Map
Phone: 800-345-2021
| Category: | Large Value | | Fund Family: | American Century Investments | | Net Assets: | 685.05M | | Year-to-Date Return: | 9.95% | | Yield: | 3.31% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Jul-98 |
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Phillip N. Davidson
Lead Manager since
01-Aug-94 | | | Davidson is senior vice president and senior portfolio manager with American Century Investments, his employer since September 1993. Previously, he spent 11 years as a vice president, portfolio manager, and analyst with Boatmen's Trust Company and two years as an analyst with Mercantile Trust Company. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $5,000,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income; capital appreciation is a secondary consideration. The fund invests in equity securities of companies with a favorable income-paying history and with the potential for an increase in share. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. It seeks to receive dividend payments that provide a yield that exceeds the yield of the stocks comprising the S&P 500 Index. |
| Last Dividend
(15-Sep-09):
| 0.04 | | Last Cap Gain
(11-Dec-07):
| 0.73 | | Annual Holdings Turnover
| 296.00% | | Average for Category:
| 75.50% |
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| Expense | ACIIX | 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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