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Morningstar

American Century Small Cap Growth C ANOCX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 15.67  /  +1.62 %
  • Total Assets 4.0 Bil
  • Adj. Expense Ratio
    2.170%
  • Expense Ratio 2.170%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 69%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 PM GMT+0

Morningstar’s Analysis ANOCX

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

  • People Pillar

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

Strength in American Century Small Cap Growth C'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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ANOCX

More ANOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Expro Group Holdings NV

2.32 89.7 Mil
Energy

The AZEK Co Inc Class A

1.66 64.2 Mil
Industrials

FTAI Aviation Ltd

1.62 62.4 Mil
Industrials

Kosmos Energy Ltd

1.58 61.0 Mil
Energy

Carpenter Technology Corp

1.54 59.6 Mil
Industrials

Natera Inc

1.48 57.1 Mil
Healthcare

GXO Logistics Inc

1.28 49.5 Mil
Industrials

Applied Industrial Technologies Inc

1.27 48.9 Mil
Industrials

Ollie's Bargain Outlet Holdings Inc

1.25 48.4 Mil
Consumer Defensive

Guidewire Software Inc

1.25 48.1 Mil
Technology