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.
Will ALVSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of ALVSX’s parent organization’s priorities and whether they’re in line with investors’ interests.