American Century Focused Large Cap Value has struggled in recent years as growth-dominated markets have left it out of favor. But its risk- and quality-oriented process makes it a decent large-value offering at the right price. This strategy includes a mutual fund, a separately managed account, and an exchange-traded fund.
American Century Focused Large Cap Value ETF FLV
Morningstar’s Analysis FLV
Will FLV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FLV 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 FLV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Marsh | 4.58 | 15M | Financial Services |
Duke Energy Corp | 3.62 | 12M | Utilities |
Berkshire Hathaway Inc Class B | 3.41 | 11M | Financial Services |
BlackRock Inc | 3.19 | 10M | Financial Services |
Johnson & Johnson | 3.15 | 10M | Healthcare |
JPMorgan Chase & Co | 3.09 | 10M | Financial Services |
ONEOK Inc | 3.06 | 10M | Energy |
Becton Dickinson & Co | 3.05 | 10M | Healthcare |
Chevron Corp | 3.01 | 10M | Energy |
Norfolk Southern Corp | 2.68 | 9M | Industrials |
United States