A new comanager has joined American Century’s Disciplined Equity Group. Effective July 31, 2023, Stephen Quance became a comanager on several offerings, including American Century Disciplined Core Value and American Century Equity Growth. He was previously at Invesco, where he spent about six years focused on factor investing. Quance has 20 years of experience overall, including 11 years at Dimensional Fund Advisors earlier in his career.
American Century Equity Growth A BEQAX
- NAV / 1-Day Return 28.77 / −0.79 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.910%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.44%
- Turnover 169%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis BEQAX
Will BEQAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 6.93 | 115.8 Mil | Technology |
NVIDIA Corp | 6.02 | 100.6 Mil | Technology |
Apple Inc | 5.39 | 90.1 Mil | Technology |
Amazon.com Inc | 3.32 | 55.6 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.62 | 43.9 Mil | Communication Services |
Visa Inc Class A | 2.45 | 41.0 Mil | Financial Services |
Caterpillar Inc | 2.05 | 34.3 Mil | Industrials |
Alphabet Inc Class A | 2.01 | 33.5 Mil | Communication Services |
Alphabet Inc Class C | 1.91 | 32.0 Mil | Communication Services |
Merck & Co Inc | 1.69 | 28.2 Mil | Healthcare |