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American Century Equity Income R AEURX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AEURX

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

  • People Pillar

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

Solid process intact after retirement of a longtime leader.

Analyst Drew Carter

Drew Carter

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. The team, while experienced, is adjusting after the retirement of a longtime manager. However, the defensive, income-focused process that’s worked well remains intact. The following text is from July 23, 2022.

by Drew Carter
Rated on Published on

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