American Century Small Cap Growth Fund Investor Class

 (MUTF:ANOIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.31%  
1 week   +0.31%
   
4 week   +2.97%
   
3 month   +7.73%
   
YTD   +14.71%
   
1 year   +25.00%
   
3 years*   +9.99%
   
5 years*   +14.23%
   
*annualized
Best 3 month return+29.75%  
Worst 3 month return-36.47%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Average Above Average
5 years Average Above Average
10 years Average Above Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets509.62M 
Front load-  
Deferred load-  
Expense ratio1.36%  
Management fee-  
Fund familyAmerican Century Investments 

Asset allocation

Cash2.45%  
Stocks97.55%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
AIP Additional$50  
16.38+0.08(0.49%)
Jul 23, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in small cap companies. The portfolio managers consider small cap companies to include those with a market capitalization that does not exceed that of the largest company in the Russell 2000 Growth Index. The portfolio managers look for stocks of smaller-sized companies they believe will increase in value over time, using an investment strategy developed by the fund's investment advisor.
Fund filings (PDF) »
Asset managers:
Jackie Wagner (Started: Apr 1, 2015)
Jeff Hoernemann (Started: Apr 30, 2017)
Advisor Company:
American Century Investment Management, Inc
Fund family reports on Morningstar »
American Century Investments, P.O. Box 419200,4500 Main Street, Kansas City, MO 64141, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.98 -2.78 -2.39 -1.18
Beta* 1.65 1.17 1.15 1.20
Mean annual return 2.11 0.71 1.16 0.71
R-squared* 56.55 58.34 56.88 77.14
Standard deviation 13.39 15.80 14.58 20.91
Sharpe ratio 1.85 0.52 0.94 0.38
* Against standard index

Top 10 holdings

Security Net Assets  
Microsemi Corp (MSCC) 1.63%  
Catalent Inc (CTLT) 1.61%  
Bright Horizons Family Solutions Inc (BFAM) 1.47%  
LogMeIn Inc (LOGM) 1.38%  
FCB Financial Holdings Inc Class A (FCB) 1.34%  
Cathay General Bancorp (CATY) 1.33%  
Sensient Technologies Corp (SXT) 1.31%  
Ingevity Corp (NGVT) 1.28%  
John Bean Technologies Corp (JBT) 1.25%  
XPO Logistics Inc (XPO) 1.19%