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American Century Large Co Val Instl (ALVSX)

7.44 Up 0.03(0.40%) May 21


Profile as of Feb 27, 2013Get Profile for:
American Century Large Co Val Instl
American Century Capital Portfolios Inc4500 Main Street 9th FloorKansas City, MO 64111
Map
Phone: 800-345-2021
Fund Overview 
Category:Large Value
Fund Family:American Century Investments
Net Assets:612.77M
Year-to-Date Return:7.17%
Yield:1.93%
Morningstar Rating:3 stars
Fund Inception Date:Aug 9, 2001
Morningstar Style Box 
Large Value
[View Category Definition]
View Top Large Value Funds
About the Morningstar Style Box
Management Information 
Matt Titus
Lead Manager since Sep 30, 2010
Mr. Titus, Portfolio Manager, has been a member of the team that manages funds since joining American Century Investments as an equity analyst in 2004. He became a portfolio manager in 2010. He has a bachelor’s degree in accounting and economics from Luther College and an MBA from Ohio State University. He is a CFA charterholder.
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
ALVSX can be purchased from 50 brokerages.

Fund Summary 
The investment seeks long-term capital growth; income is a secondary objective. The fund invests primarily in larger companies. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's assets in equity securities of companies comprising the Russell 1000® Index.

Fund Operations 
Last Dividend (Mar 11, 2013) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (May 15, 2013) : 56.00%
Average for Category:91.94%
Fees & Expenses 
ExpenseALVSXCategory Avg
Annual Report Expense Ratio (net):0.67%1.21%
Prospectus Net Expense Ratio:0.68%N/A
Prospectus Gross Expense Ratio:0.68%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.39%
Max Deferred Sales Load: N/A2.37%
3 Yr Expense Projection*:218533
5 Yr Expense Projection*:379833
10 Yr Expense Projection*:8471,678
* Per $10,000 invested