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American Century Equity Growth R AEYRX

Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 30.15  /  +0.74 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.69%
  • Turnover 169%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis AEYRX

Will AEYRX outperform in future?

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

New Comanager Added to Disciplined Equity Group Offerings; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

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.

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Portfolio Holdings AEYRX

  • 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