American Century Large Company Value’s recent process adjustments, while positive, effectively reset the tenure of its lead manager. The strategy’s three cheapest share classes retain Morningstar Analyst Ratings of Bronze, while pricier shares move to Neutral.
American Century Large Company Value Inv ALVIX
NAV / 1-Day Return
9.98
/
1.22
%
Total Assets
730.7 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.840%
Expense Ratio
0.840%
Fee Level
Average
Longest Manager Tenure
4.59
years
Category
US Fund Large Value
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
1.77%
Turnover
72%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ALVIX 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 ALVIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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
The Parent Pillar is our rating of ALVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
After years of changes, there’s reason for optimism.
