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American Century Small Cap Value Instl (ACVIX)

9.97 Up 0.10(1.01%) May 20


Profile as of Feb 27, 2013Get Profile for:
American Century Small Cap Value Instl
American Century Capital Portfolios Inc4500 Main Street 9th FloorKansas City, MO 64111
Map
Phone: 800-345-2021
Fund Overview 
Category:Small Value
Fund Family:American Century Investments
Net Assets:1.92B
Year-to-Date Return:7.60%
Yield:1.38%
Morningstar Rating:4 stars
Fund Inception Date:Oct 25, 1998
Morningstar Style Box 
Small Value
[View Category Definition]
View Top Small Value Funds
About the Morningstar Style Box
Management Information 
Benjamin Giele
Lead Manager since Jul 30, 1998
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.
Investment Information 
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
ACVIX can be purchased from 49 brokerages.

Fund Summary 
The investment seeks long-term capital growth; income is a secondary consideration. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's 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.

Fund Operations 
Last Dividend (Mar 11, 2013) : 0.01
Last Cap Gain : 0.00
Annual Holdings Turnover (May 15, 2013) : 120.00%
Average for Category:55.95%
Fees & Expenses 
ExpenseACVIXCategory Avg
Annual Report Expense Ratio (net):1.04%1.41%
Prospectus Net Expense Ratio:1.25%N/A
Prospectus Gross Expense Ratio:1.25%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.44%
Max Deferred Sales Load: N/A2.33%
3 Yr Expense Projection*:397727
5 Yr Expense Projection*:6871,148
10 Yr Expense Projection*:1,5112,194
* Per $10,000 invested