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Morningstar

American Century Disciplined Growth C ADCCX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 17.41  /  0.87 %
  • Total Assets 855.6 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 142%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:16 PM GMT+0

Morningstar’s Analysis ADCCX

Will ADCCX 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 ADCCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ADCCX 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 ADCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit American Century Disciplined Growth C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ADCCX

More ADCCX Holdings
  • Current Portfolio Date
  • Equity Holdings 108
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

14.25
127,095,545
Technology

Microsoft Corp

11.00
98,107,871
Technology

NVIDIA Corp

4.41
39,312,518
Technology

Alphabet Inc Class A

4.38
39,033,093
Communication Services

Amazon.com Inc

4.32
38,530,244
Consumer Cyclical

Mastercard Inc Class A

2.59
23,099,296
Financial Services

Adobe Inc

2.32
20,714,105
Technology

Meta Platforms Inc Class A

2.21
19,746,520
Communication Services

ServiceNow Inc

1.99
17,723,972
Technology

Costco Wholesale Corp

1.98
17,614,717
Consumer Defensive