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Morningstar

American Century Small Cap Growth R ANORX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 15.41  /  0.39 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 61%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:10 PM GMT+0

Morningstar’s Analysis ANORX

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

People Pillar

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

Strength in American Century Small Cap Growth R'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 ANORX

More ANORX Holdings
  • Current Portfolio Date
  • Equity Holdings 140
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Weatherford International PLC Ordinary Shares - New

2.43
63,139,134
Energy

State Street Bank & Trust Co 5 Repo - 02oct23

2.35
61,219,000
Cash and Equivalents

Tenable Holdings Inc

1.88
48,845,530
Technology

SPS Commerce Inc

1.53
39,948,673
Technology

The AZEK Co Inc Class A

1.50
39,120,026
Industrials

HealthEquity Inc

1.49
38,907,526
Healthcare

Expro Group Holdings NV

1.47
38,244,920
Energy

Kinsale Capital Group Inc

1.41
36,839,348
Financial Services

Onto Innovation Inc

1.33
34,647,567
Technology

MACOM Technology Solutions Holdings Inc

1.27
33,004,576
Technology