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Morningstar

American Century Select A TWCAX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 109.05  /  +0.93 %
  • Total Assets 5.5 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 14%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TWCAX

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

  • People Pillar

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

Co-Lead Manager Retiring From Three American Century Large-Growth Strategies; Ratings Unchanged

null Stephen Welch

Stephen Welch

Analyst Note

American Century Select, Ultra, and Focused Dynamic Growth's co-lead manager Michael Li has announced his intention to retire from the firm early next year. He will relinquish his management duties on Sept. 15, 2024, and retire on Jan. 15, 2025. This departure does not alter the strategies' Above Average People ratings or their Morningstar Medalist Ratings.

by Stephen Welch
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TWCAX

More TWCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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