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American Century Discplnd Cor Val Inv BIGRX

Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 31.27  /  0.32 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.96%
  • Turnover 179%

Morningstar’s Analysis BIGRX

Will BIGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

New Comanager Added to Disciplined Equity Group Offerings; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

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.

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Portfolio Holdings BIGRX

  • Current Portfolio Date
  • Equity Holdings 148
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.38
65,213,899
Financial Services
2.50
48,198,733
Communication Services
2.39
46,183,769
Healthcare
2.33
45,076,409
Energy
2.17
41,912,344
Financial Services
1.68
32,490,162
Healthcare
1.68
32,389,701
Technology
1.50
29,024,746
Financial Services
1.49
28,694,960
Consumer Defensive
1.44
27,761,783
Consumer Defensive