American Century Income & Growth Inv
AMERICAN CENTURY QUANTITATIVE EQ FDS INC4500 Main Street 9th FloorKANSAS CITY MD 64111
Map
Phone: 800-345-2021
| Category: | Large Value | | Fund Family: | American Century Investments | | Net Assets: | 1.58B | | Year-to-Date Return: | 7.03% | | Yield: | 1.93% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 16, 1990 |
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Claudia L. Musat
Lead Manager since Dec 10, 2010 | | | Musat has been a member of the team that manages the fund since its inception in September 2005. She joined American Century in May 2005 as a quantitative analyst and became a portfolio manager in February 2008. |
| 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 consideration.
In selecting stocks for the fund, the portfolio managers use quantitative management techniques in a two-step process. First, the managers rank stocks, primarily large publicly-traded U.S. companies, from most attractive to least attractive based on each stock's value as well as its growth potential (with a tilt towards value). Second, the portfolio managers use a quantitative model to build a portfolio of stocks from the ranking described above that they believe will provide the optimal balance between risk and expected return. |
| Last Dividend
(Jun 10, 2013)
:
| 0.17 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 16, 2013)
:
| 53.00% | | Average for Category: | 91.94% |
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| Expense | BIGRX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.68% | 1.21% | | Prospectus Net Expense Ratio: | 0.68% | N/A | | Prospectus Gross Expense Ratio: | 0.68% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 218 | 533 | | 5 Yr Expense Projection*: | 379 | 833 | | 10 Yr Expense Projection*: | 847 | 1,678 |
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0.21(0.65%) Jun 18