American Century Value’s recent positioning has detracted from results, but its established contrarian process warrants Morningstar Analyst Ratings of Bronze for its two cheapest share classes. Lofty fees, however, keep the remaining shares at Neutral.
Will AVLIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVLIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AVLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AVLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.