American Century NT Core Eq Pls Instl
AMERICAN CENTURY QUANTITATIVE EQ FDS INC4500 Main Street 9th FloorKANSAS CITY MD 64111
Map
Phone: 800-345-3533
| Category: | Large Blend | | Fund Family: | American Century Investments | | Net Assets: | 242.70M | | Year-to-Date Return: | 7.60% | | Yield: | 0.95% | | Morningstar Rating: | N/A | | Fund Inception Date: | Nov 30, 2011 |
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William Martin
Lead Manager since Nov 30, 2011 | | | Mr. Martin, Senior Vice President and Senior Portfolio Manager, joined American Century Investments in 1989 and became a portfolio manager in 1991. He has shared primary responsibility for the management of the fund since 2010, and has served on teams managing quantitative equity investments since 1990. Prior to joining the company, he was with A.G. Edwards & Associates.
He has a bachelor's degree in economics from the University of Illinois. He is a CFA charterholder. |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth.
The fund invests approximately 130% of its assets in long positions, while 30% of its assets are sold short. It is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) for the tobacco industry. The fund's use of short selling as a primary investment strategy creates leverage in an attempt to increase returns. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 10, 2012)
:
| 0.00 | | Annual Holdings Turnover
(May 8, 2013)
:
| 81.00% | | Average for Category: | 51.91% |
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| Expense | ACNKX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.11% | 1.11% | | Prospectus Net Expense Ratio: | 1.51% | N/A | | Prospectus Gross Expense Ratio: | 1.86% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.27% | | Max Deferred Sales Load:
| N/A | 2.36% | | 3 Yr Expense Projection*: | 586 | 775 | | 5 Yr Expense Projection*: | 1,007 | 1,258 | | 10 Yr Expense Projection*: | 2,177 | 2,352 |
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0.12(0.90%) May 17