American Century Small Cap Value Instl
American Century Capital Portfolios Inc4500 Main Street 9th FloorKansas City, MO 64111
Map
Phone: 800-345-2021
| Category: | Small Value | | Fund Family: | American Century Investments | | Net Assets: | 1.92B | | Year-to-Date Return: | 7.60% | | Yield: | 1.38% | | Morningstar Rating: |  | | Fund Inception Date: | Oct 25, 1998 |
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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. |
| 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 |
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| 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. |
| 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% |
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| Expense | ACVIX | Category Avg |
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| 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/A | N/A | | Max Front End Sales Load: | N/A | 5.44% | | Max Deferred Sales Load:
| N/A | 2.33% | | 3 Yr Expense Projection*: | 397 | 727 | | 5 Yr Expense Projection*: | 687 | 1,148 | | 10 Yr Expense Projection*: | 1,511 | 2,194 |
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0.10(1.01%) May 20