Morningstar

American Century Disciplined Core Equity Fund Investor Class BEQGX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $41.10  /  +0.49 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.41%
  • Turnover Ratio 73%
NAV and 1-Day Return as of

Morningstar’s Analysis BEQGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Century Disciplined Core Eq Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BEQGX

More BEQGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.90 151M
Technology

Apple Inc

7.13 136M
Technology

Amazon.com Inc

3.29 63M
Consumer Cyclical

Alphabet Inc Class C

3.05 58M
Communication Services

Microsoft Corp

3.00 57M
Technology

Broadcom Inc

2.75 52M
Technology

Meta Platforms Inc Class A

2.40 46M
Communication Services

Lam Research Corp

2.22 42M
Technology

Micron Technology Inc

2.06 39M
Technology

AbbVie Inc

1.92 37M
Healthcare

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