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Morningstar

American Century Discplnd Cor Val R AICRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 32.33  /  1.70 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.59%
  • Turnover 234%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis AICRX

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

People Pillar

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

Tweaks to team and process still in progress.

Analyst

Summary

| by Drew Carter

Team and process adjustments continue, keeping American Century Disciplined Core Value's Morningstar Analyst Rating at Neutral across all share classes.

Unlock our full analysis with Morningstar Investor