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Morningstar

American Century Focused Lg Cap Val C ALPCX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 10.17  /  +0.99 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.840%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.89%
  • Turnover 47%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ALPCX

Will ALPCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALPCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALPCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ALPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A concentrated portfolio that typically protects on the downside.

Analyst Drew Carter

Drew Carter

Analyst

Summary

American Century Focused Large Cap Value’s robust, risk-aware process makes it a decent offering in the large-value Morningstar Category.

by Drew Carter
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