American Century Focused Global Growth Fund R Class AGORX

Zurich Investments Concentrated Global Growth benefits from the adaptability, skills, and tenures of its underlying investment manager, American Century Investments, running an enduring fundamental growth process. Portfolio manager Keith Creveling is set to retire in March 2026 after two decades at the strategy’s helm, with the one-year handover period illustrating the firm’s proactive succession planning. As of October 2024, Morningstar has enhanced its approach to assessing alpha opportunity for funds, which is a key component of the Morningstar Medalist Rating methodology. Consequently, the Medalist Ratings for some funds under this strategy have fallen despite no changes to pillar ratings or costs.