Nasdaq - Delayed Quote USD

American Century Core Equity Plus Fund Class R (ACPWX)

14.88 +0.03 (+0.20%)
At close: December 19 at 8:00 PM EST
Loading Chart for ACPWX
DELL
  • Previous Close 14.85
  • YTD Return 19.44%
  • Expense Ratio 2.44%
  • Category Large Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 81.85M
  • Beta (5Y Monthly) 0.99
  • Yield 0.01%
  • 5y Average Return --
  • Holdings Turnover 122.00%
  • Last Dividend 0.00
  • Inception Date Oct 31, 2011

The investment seeks long-term capital growth. The managers use quantitative models to construct the portfolio of equity securities for the fund. The fund invests approximately 130% of its assets in long positions, while 30% of its assets are sold short. A long position arises when the fund buys a security outright. A short position arises when the fund sells a security it does not own but has borrowed in anticipation that the market price of the security will decline.

American Century Investments

Fund Family

Large Blend

Fund Category

81.85M

Net Assets

2011-10-31

Inception Date

Performance Overview: ACPWX

Trailing returns as of 11/30/2019. Category is Large Blend.

YTD Return

ACPWX
19.44%
Category
14.84%
 

1-Year Return

ACPWX
10.14%
Category
40.47%
 

3-Year Return

ACPWX
10.03%
Category
16.77%
 

5-Year Return

ACPWX
6.30%
Category
16.15%
 

Holdings: ACPWX

Top 10 Holdings (26.90% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 4.42%
MSFT
Microsoft Corporation 3.79%
GOOGL
Alphabet Inc. 3.60%
AMZN
Amazon.com, Inc. 3.47%
FB
FB 2.29%
JPM
JPMorgan Chase & Co. 2.25%
1.99%
BAC
Bank of America Corporation 1.74%
VZ
Verizon Communications Inc. 1.70%
V
Visa Inc. 1.65%

Sector Weightings

SectorACPWX
Technology   28.90%
Healthcare   12.17%
Industrials   8.16%
Energy   3.93%
Real Estate   3.63%
Utilities   1.20%

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