American Century Small Cap Value Instl
4500 Main Street 9th Floor Kansas City MO 64111
Map
Phone: 800-345-2021
| Category: | Small Value | | Fund Family: | American Century Investments | | Net Assets: | 435.16M | | Year-to-Date Return: | 26.27% | | Yield: | 2.09% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Oct-98 |
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Benjamin Z. Giele
Lead Manager since
31-Jul-98 | | | Giele is a portfolio manager with American Century Investments, his employer since May 1998. Previously, he was an investment analyst with USAA Investment Management from June 1995 to May 1998. Prior to that, he was an investment analyst with Texas Commerce Investment Management from July 1992 to June 1995. Giele holds the Chartered Financial Analyst designation. |
| 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 long-term capital growth; income is a secondary consideration. The fund invests at least 80% of assets in small-cap companies. The portfolio managers consider small cap companies to include those with a market capitalization no larger than that of the largest company in the S&P Small Cap 600 Index or the Russell 2000 Index. |
| Last Dividend
(15-Sep-09):
| 0.02 | | Last Cap Gain
(9-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 192.00% | | Average for Category:
| 86.21% |
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| Expense | ACVIX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.50% | | 3 Yr Expense Projection*: |
$ 410 | $641 | | 5 Yr Expense Projection*: |
$ 708 | $1,005 | | 10 Yr Expense Projection*: |
$ 1,556 | $2,027 |
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