Nasdaq - Delayed Quote USD

American Century Equity Growth R5 (AEYGX)

28.93 -0.22 (-0.75%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 29.15
  • YTD Return 11.72%
  • Expense Ratio 1.66%
  • Category Large Blend
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.67B
  • Beta (5Y Monthly) 0.95
  • Yield 0.83%
  • 5y Average Return --
  • Holdings Turnover 169.00%
  • Last Dividend 0.05
  • Inception Date Jul 18, 2001

The fund invests at least 80% of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.

American Century Investments

Fund Family

Large Blend

Fund Category

1.67B

Net Assets

2001-07-18

Inception Date

Performance Overview: AEYGX

Trailing returns as of 4/25/2024. Category is Large Blend.

YTD Return

AEYGX
11.72%
Category
14.84%
 

1-Year Return

AEYGX
32.56%
Category
40.47%
 

3-Year Return

AEYGX
7.87%
Category
16.77%
 

5-Year Return

AEYGX
11.97%
Category
16.15%
 

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Holdings: AEYGX

Top 10 Holdings (34.39% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.93%
NVDA
NVIDIA Corporation 6.02%
AAPL
Apple Inc. 5.39%
AMZN
Amazon.com, Inc. 3.32%
META
Meta Platforms, Inc. 2.62%
V
Visa Inc. 2.45%
CAT
Caterpillar Inc. 2.05%
GOOGL
Alphabet Inc. 2.01%
GOOG
Alphabet Inc. 1.91%
MRK
Merck & Co., Inc. 1.69%

Sector Weightings

SectorAEYGX
Technology   32.83%
Healthcare   14.12%
Industrials   8.85%
Energy   4.46%
Real Estate   0.99%
Utilities   0.82%

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