A new comanager has joined American Century’s Disciplined Equity Group. Effective July 31, 2023, Stephen Quance became a comanager on several offerings, including American Century Disciplined Core Value and American Century Equity Growth. He was previously at Invesco, where he spent about six years focused on factor investing. Quance has 20 years of experience overall, including 11 years at Dimensional Fund Advisors earlier in his career.
American Century Equity Growth R5 AEYGX
- NAV / 1-Day Return 30.28 / +0.03 %
- Total Assets 1.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.460%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.83%
- Turnover 169%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:08 PM GMT+0
Morningstar’s Analysis AEYGX
Will AEYGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.69 | 103.3 Mil | Technology |
Microsoft Corp | 6.33 | 97.7 Mil | Technology |
Meta Platforms Inc Class A | 3.10 | 47.8 Mil | Communication Services |
Amazon.com Inc | 2.67 | 41.2 Mil | Consumer Cyclical |
NVIDIA Corp | 2.35 | 36.3 Mil | Technology |
Alphabet Inc Class A | 2.01 | 31.0 Mil | Communication Services |
Caterpillar Inc | 1.97 | 30.4 Mil | Industrials |
Alphabet Inc Class C | 1.92 | 29.6 Mil | Communication Services |
Visa Inc Class A | 1.84 | 28.5 Mil | Financial Services |
Adobe Inc | 1.78 | 27.5 Mil | Technology |