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.
American Century Discplnd Cor Val Inv BIGRX
- NAV / 1-Day Return 34.01 / −0.12 %
- Total Assets 2.0 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 1.40%
- Turnover 179%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0
Morningstar’s Analysis BIGRX
Will BIGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
JPMorgan Chase & Co | 4.08 | 85.9 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 2.31 | 48.7 Mil | Financial Services |
Exxon Mobil Corp | 2.21 | 46.5 Mil | Energy |
Johnson & Johnson | 1.75 | 36.7 Mil | Healthcare |
Cummins Inc | 1.71 | 36.0 Mil | Industrials |
American Express Co | 1.68 | 35.4 Mil | Financial Services |
Marathon Petroleum Corp | 1.64 | 34.5 Mil | Energy |
Colgate-Palmolive Co | 1.60 | 33.7 Mil | Consumer Defensive |
U.S. Bancorp | 1.51 | 31.8 Mil | Financial Services |
Caterpillar Inc | 1.47 | 31.0 Mil | Industrials |