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American Century Equity Income R AEURX

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%

Morningstar’s Analysis AEURX

Will AEURX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

Summary

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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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