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Morningstar

American Century Equity Income R AEURX

Morningstar Analyst Rating
Analyst rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 8.95  /  0.33 %
  • Total Assets 10.5 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.440%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.65%
  • Turnover 24%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

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.

Loss of longtime lead manager leaves this team with something to prove.

Analyst

Summary

| by Drew Carter

The pending loss of Phil Davidson from American Century Equity Income looms large, and the remaining team needs to prove it can manage to the same high level without him. The strategy’s four cheaper share classes have seen their Morningstar Analyst Ratings downgraded to Bronze from Silver, while the four more-expensive ones drop to Neutral from Silver or Bronze.

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