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Morningstar

American Century Focused Global Gr R AGORX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 10.60  /  +1.24 %
  • Total Assets 609.8 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 79%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 PM GMT+0

Morningstar’s Analysis AGORX

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

  • People Pillar

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

A sound investment process and strong management team underpin American Century Focused Global Gr R's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGORX

More AGORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.54 47.2 Mil
Technology

Microsoft Corp

7.02 43.9 Mil
Technology

Amazon.com Inc

5.33 33.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.08 25.5 Mil
Communication Services

Novo Nordisk A/S Class B

3.78 23.7 Mil
Healthcare

ASML Holding NV

3.44 21.5 Mil
Technology

AstraZeneca PLC

3.33 20.9 Mil
Healthcare

Mastercard Inc Class A

3.02 18.9 Mil
Financial Services

HDFC Bank Ltd

2.95 18.5 Mil
Financial Services

Danaher Corp

2.87 18.0 Mil
Healthcare