American Century Equity Income’s hallmark resiliency and proven leadership overcome concerns about its recent struggles. Its cheapest share classes retain a Morningstar Analyst Rating of Silver, while the pricier shares stay at Bronze.
American Century Equity Income R AEURX
NAV / 1-Day Return
9.90
/
0.40
%
Total Assets
12.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.420%
Expense Ratio
1.420%
Fee Level
High
Longest Manager Tenure
26.46
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
1.44%
Turnover
—
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
More than capable of shaking off its recent stumble.
