American Century Value’s bold positioning isn’t without trouble, but it rewards investors who can stick with it. Its cheapest R6 and Y shares maintain a Morningstar Analyst Rating of Bronze, while the pricier shares stay at Neutral.
American Century Value Inv TWVLX
NAV / 1-Day Return
9.79
/
1.51
%
Total Assets
2.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.000%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
27.69
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
1.51%
Turnover
46%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Trading stability for attractive valuations has helped in the market rally.
