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American Century Small Company I ASCQX

Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 13.09  /  0.77 %
  • Total Assets 146.1 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.62%
  • Turnover 205%

Morningstar’s Analysis ASCQX

Will ASCQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

American Century Small Company I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings ASCQX

  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 294
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.23
1,844,725
Healthcare
1.20
1,811,217
Industrials
1.19
1,787,693
Financial Services
1.18
1,771,163
Industrials
1.12
1,687,508
Consumer Cyclical
1.10
1,657,631
Technology
1.09
1,638,840
Industrials
1.09
1,635,652
Basic Materials
1.01
1,521,414
Healthcare
1.00
1,507,148
Industrials