American Century Equity Income Instl
American Century Capital Portfolios Inc4500 Main Street 9th FloorKansas City, MO 64111
Map
Phone: 800-345-2021
| Category: | Large Value | | Fund Family: | American Century Investments | | Net Assets: | 10.10B | | Year-to-Date Return: | 5.75% | | Yield: | 2.55% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 7, 1998 |
|
Phillip Davidson
Lead Manager since Dec 30, 1994 | | | 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: | N/A | | Min Initial Investment, AIP: | 5,000,000 | | Min Subsequent Investment: | 0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 50 |
|
| |
| The investment seeks current income; capital appreciation is a secondary objective.
The fund invests in equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. |
| Last Dividend
(Jun 10, 2013)
:
| 0.06 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 16, 2013)
:
| 115.00% | | Average for Category: | 91.94% |
|
| Expense | ACIIX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.75% | 1.21% | | Prospectus Net Expense Ratio: | 0.75% | N/A | | Prospectus Gross Expense Ratio: | 0.75% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 240 | 533 | | 5 Yr Expense Projection*: | 417 | 833 | | 10 Yr Expense Projection*: | 931 | 1,678 |
|
|
0.10(1.14%) Jun 19