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Morningstar

American Century Small Cap Growth A ANOAX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 15.66  /  0.63 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 61%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis ANOAX

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

People Pillar

The People Pillar is our evaluation of the ANOAX 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 ANOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in American Century Small Cap Growth A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ANOAX

More ANOAX Holdings
  • Current Portfolio Date
  • Equity Holdings 138
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Bank & Trust Co 5 Repo - 03jul23

2.04
52,338,000
Cash and Equivalents

Power Integrations Inc

1.64
42,196,028
Technology

Weatherford International PLC Ordinary Shares - New

1.64
42,189,187
Energy

SPS Commerce Inc

1.61
41,352,439
Technology

Kinsale Capital Group Inc

1.53
39,410,370
Financial Services

Tenable Holdings Inc

1.53
39,353,391
Technology

R1 RCM Inc

1.36
34,911,422
Healthcare

Driven Brands Holdings Inc Ordinary Shares

1.33
34,261,505
Consumer Cyclical

Ryman Hospitality Properties Inc

1.30
33,483,815
Real Estate

The AZEK Co Inc Class A

1.27
32,553,269
Industrials