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American Century Focused Lg Cap Val Inv ALVIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
12.25  /  0.65 %
Total Assets
972.6 Mil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Average
Longest Manager Tenure
5.54 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.60%
Turnover
112%

USD | NAV as of Jul 22, 2021 | 1-Day Return as of Jul 22, 2021, 8:47 PM GMT+00:00

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Morningstar’s Analysis

Will ALVIX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALVIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the ALVIX 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

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The Parent Pillar is our rating of ALVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

American Century Focused Large Cap Value Completes Its Structural Shift; Ratings Unchanged

Analyst

Analyst Note

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On Dec. 10, 2020, firm veterans Michael Liss, Kevin Toney, and Adam Krenn joined American Century Focused Large Cap Value’s management team. Their additions signal the conclusion of the strategy’s three-month structural transition from American Century Large Company Value. The firm planned these changes well in advance and don’t alter the strategy’s Morningstar Analyst Rating range of Bronze to Neutral.

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