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Morningstar

American Century Focused Global Gr I AGGIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.82  /  1.22 %
  • Total Assets 594.5 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.76%
  • Turnover 45%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis AGGIX

Will AGGIX 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 AGGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AGGIX 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 AGGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin American Century Focused Global Gr I's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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