| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 12.43 | 0.12 (+0.97%) | 9.97 - 12.63 | 0.0 |
Market data as of 6:25PM 06/18/13. Quotes are delayed by at least 15 min.
The investment seeks long-term capital growth. The fund normally invests in stocks of medium-sized and smaller companies that the adviser believes will increase in value over time, using an investment strategy developed by American Century Investments. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) for the tobacco industry.
| Total Return | 3.26% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.15% |
| Expense Ratio | 0.81% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $0.00 |
| Management Tenure | 7 Years |
| Fund Inception | 05/12/2006 |
| Timeframe | ACLWX | S&P 500 | Mid-Cap Growth |
|---|---|---|---|
| 1 Month | 2.25% | 2.34% | 3.02% |
| 3 Month | 5.95% | 8.22% | 6.98% |
| Year-to-Date | 12.97% | 15.37% | 14.54% |
| 1 Year | 20.47% | 27.28% | 24.00% |
| 3 Year | 14.43% | 16.87% | 15.16% |
| 5 Year | 0.05% | 5.43% | 4.97% |
| 10 Year | -- | 7.58% | 9.11% |
| Since Inception | 3.26% | 10.42% | -- |
| Basic Materials | 7.76% | |
|---|---|---|
| Consumer Cyclical | 21.62% | |
| Financial Services | 4.86% | |
| Real Estate | 2.67% | |
| Consumer Defensive | 6.34% | |
| Healthcare | 12.27% | |
| Utilities | 0.00% | |
| Communication Services | 3.66% | |
| Energy | 6.40% | |
| Industrials | 18.67% | |
| Technology | 15.74% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 88.10 | 88.10 | ||
| Bond | -- | 0.00 | 0.00 | ||
| Other | -- | 1.30 | 1.30 | ||
| Foreign Stock | -- | 8.92 | 8.92 | ||
| Foreign Bond | -- | 0.00 | 0.00 | ||
| Total | -- | 98.32 | 98.32 | ||
| Cash | -- | 1.69 | 1.69 | ||
| Total Net Assets | $402.45M |
|---|---|
| Total Stock Holdings | 117 |
| Total Bond Holdings | 0 |
| Valuation | ACLWX | Category Range |
|---|---|---|
| Price/Earnings | 25.18 | |
| Price/Book | 3.98 | |
| Price/Sales | 2.08 | |
| Price/Cash Flow | 15.91 | |
| Dividend Yield | 0.57 | |
| LT Earnings | 15.99 | |
| Historical Earnings | 23.79 | |
| Sales Growth | 11.65 | |
| Cash-Flow Growth | 20.42 | |
| Book-Value Growth | 15.37 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Avg |
| Pretax Return | 14.43% |
|---|---|
| Tax-adjusted Return | 14.31% |
| Tax Cost Ratio | 0.10% |
| Potential Cap Gains | 24.90% |
