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 Dow Up 0.17% Nasdaq Up 0.44%

American Century Equity Mkt Neutral Ins (ALISX)

11.56 Up 0.01(0.09%) Jul 11
Prev Close:11.55
YTD Return*:0.97%
Net Assets*:106.13M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for ALISX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NBR0.5776.22
SUNE0.5677.16
SCS0.55-2.74
CNVR0.528.30
MLHR0.525.35

Fund Basics

Morningstar Overall Rating:
Total Assets:106.13M
Category:Market Neutral
Annual Report Expense Ratio (net):1.19%

Performance & Risk

YTD Return:0.97%
5y Avg Return:2.55%
Rank in Category (ytd):53
% Rank in Category (ytd):27.89%
Beta (3y):-0.12
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation independent of equity market conditions. In selecting stocks for the fund, the portfolio managers use quantitative management techniques in a two-step process. First, the managers rank stocks, primarily publicly traded U.S. companies with a market capitalization greater than $1 billion, from most attractive to least attractive based on each stock's value, as well as its growth potential. 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. View More
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