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Morningstar

American Century Focused Lg Cap Val I ALVSX

Morningstar Analyst Rating
Analyst rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 10.00  /  0.30 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.81%
  • Turnover 42%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:07 PM GMT+00:00

Morningstar’s Analysis ALVSX

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

People Pillar

The People Pillar is our evaluation of the ALVSX 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 ALVSX’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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