Advertisement
Skip to Content
Morningstar

American Century Value R AVURX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.12  /  0.25 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.28%
  • Turnover 41%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis AVURX

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

People Pillar

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

Comanager Retirement on the Horizon for American Century Value; Ratings Unchanged

Analyst

Analyst Note

|

Unlock our full analysis with Morningstar Investor