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Morningstar

American Century Value Inv TWVLX

Morningstar Analyst Rating
Analyst rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 8.22  /  0.24 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.77%
  • Turnover 41%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis TWVLX

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

People Pillar

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

Comanager Retirement on the Horizon for American Century Value; Ratings Unchanged

Analyst

Analyst Note

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