American Century Real Estate A
American Century Capital Portfolios Inc4500 Main Street 9th FloorKansas City, MO 64111
Map
Phone: 800-345-2021
| Category: | Real Estate | | Fund Family: | American Century Investments | | Net Assets: | 1.45B | | Year-to-Date Return: | 3.35% | | Yield: | 0.81% | | Morningstar Rating: |  | | Fund Inception Date: | Oct 5, 1998 |
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Steven R. Rodriguez
Lead Manager since Feb 28, 2013 | | | Mr. Rodriguez, Portfolio Manager, has been a member of the team that manages the fund since 2009. He joined American Century Investments in 2009 as an Investment Analyst and became a portfolio manager in 2013. Prior to joining American Century Investments, he was an associate vice president at Barclays Capital and Lehman Brothers. He has a bachelorâs degree in economics and a Master of Accounting from the University of Michigan. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 2,500 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks high total investment return through a combination of capital appreciation and current income.
Under normal market conditions, the fund invests at least 80% of its assets in equity securities issued by real estate investment trusts and companies engaged in the real estate industry. The portfolio managers look for real estate securities he believes will provide superior returns to the fund, focusing on companies with the potential for stock price appreciation, plus sustainable growth of cash flow to investors. The fund is non-diversified. |
| Last Dividend
(Mar 11, 2013)
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| 0.02 | | Last Cap Gain
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| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
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| 86.00% | | Average for Category: | 46.79% |
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| Expense | AREEX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.40% | 1.36% | | Prospectus Net Expense Ratio: | 1.40% | N/A | | Prospectus Gross Expense Ratio: | 1.40% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.75% | 5.41% | | Max Deferred Sales Load:
| N/A | 2.45% | | 3 Yr Expense Projection*: | 993 | 582 | | 5 Yr Expense Projection*: | 1,297 | 911 | | 10 Yr Expense Projection*: | 2,157 | 1,831 |
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0.45(1.67%) May 23