American Century Disciplined Core Equity Fund A Class BEQAX Strategy
Strategy
The investment seeks long-term capital growth by investing in common stocks. The fund invests at least 80% of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
BEQGX
| American Century Disciplined Core Equity Fund Investor Class | No Load | Open | $1.83B | 0.650% | Below Average | $2,500 | −$146.49M | |||
AMEIX
| American Century Disciplined Core Equity Fund I Class | Institutional | Open | $63.50M | 0.450% | Low | $5M | −$21.37M | |||
BEQAX
| American Century Disciplined Core Equity Fund A Class | Front Load | Open | $52.19M | 0.900% | Below Average | $2,500 | −$5.64M | |||
AEYCX
| American Century Disciplined Core Equity Fund C Class | Level Load | Open | $1.18M | 1.650% | Below Average | $2,500 | $29,338.62 | |||
AEYGX
| American Century Disciplined Core Equity Fund R5 Class | Retirement, Large | Open | $3.11M | 0.450% | Below Average | $0 | −$945,876.59 | |||
AEYRX
| American Century Disciplined Core Equity Fund R Class | Retirement, Medium | Open | $26.62M | 1.150% | Average | $2,500 | −$2.16M |
United States