American Century Fundamental Equity Inv
American Century Mutual Funds, Inc.4500 Main StreetKansas City, MO 64111
Map
Phone: 800-345-8765
| Category: | Large Blend | | Fund Family: | American Century Investments | | Net Assets: | 186.41M | | Year-to-Date Return: | 6.36% | | Yield: | 1.24% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 28, 2005 |
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Justin J. Brown
Lead Manager since Jun 12, 2008 | | | Mr. Brown, Vice President and Portfolio Manager. He joined American Century Investments in 2000 as an investment analyst and became a portfolio manager in 2006. He has a bachelorâs degree in business administration and finance from Texas Christian University. He is a CFA charterholder. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 2,500 | | Min Initial Investment, AIP: | 2,500 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | 50 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks long-term capital growth; income is a secondary objective.
Under normal market conditions, the fund invests at least 80% of its assets in equity securities. It will generally invest in larger-sized companies using a quantitative model that combines fundamental measures of a stock's value and growth potential. To measure value, the managers may use ratios of stock price-to-earnings and stock price-to-cash flow, among others. To measure growth, the managers may use the rate of growth of a company's earnings and cash flow and changes in its earnings estimates, as well as other factors. The model also considers price momentum. |
| Last Dividend
(Dec 17, 2012)
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| 0.19 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 3, 2013)
:
| 18.00% | | Average for Category: | 51.91% |
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| Expense | AFDIX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.01% | 1.11% | | Prospectus Net Expense Ratio: | 1.01% | N/A | | Prospectus Gross Expense Ratio: | 1.01% | 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*: | 322 | 775 | | 5 Yr Expense Projection*: | 559 | 1,258 | | 10 Yr Expense Projection*: | 1,236 | 2,352 |
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0.14(0.81%) Jun 18