Morningstar

American Century Small Company Fund R Class ASCRX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 20.06  /  −0.69 %
  • Total Assets 190.7M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 82%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ASCRX

Will ASCRX outperform in the 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 ASCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Century Small Company R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ASCRX

More ASCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sterling Infrastructure Inc

1.82 4M
Industrials

Enova International Inc

1.50 3M
Financial Services

Alkermes PLC

1.48 3M
Healthcare

EnerSys

1.29 3M
Industrials

Argan Inc

1.16 2M
Industrials

Viavi Solutions Inc

1.15 2M
Technology

Frontdoor Inc

1.07 2M
Consumer Cyclical

Granite Construction Inc

1.04 2M
Industrials

StoneX Group Inc

1.04 2M
Financial Services

10x Genomics Inc Ordinary Shares - Class A

1.03 2M
Healthcare

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