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Morningstar

American Century Focused Lg Cap Val Inv ALVIX

Morningstar Analyst Rating
Analyst rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 9.96  /  0.20 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.63%
  • Turnover 42%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis ALVIX

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.

More-concentrated portfolio showing some promise.

Analyst

Summary

| by Drew Carter

American Century Focused Large Cap Value’s robust process and concentrated approach earns its cheaper share classes a Morningstar Analyst Rating of Bronze, while pricier share classes land at Neutral.

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