American Century Mid Cap Value Fund Investor Class

 (MUTF:ACMVX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.34%  
1 week   +1.14%
   
4 week   +2.12%
   
3 month   +7.13%
   
YTD   +3.48%
   
1 year   +33.82%
   
3 years*   +13.12%
   
5 years*   +15.34%
   
*annualized
Best 3 month return+22.98%  
Worst 3 month return-25.75%  

Morningstar statistics

Morningstar category: Mid-Cap Value
  Return Risk Rating
3 years High Below Average
5 years High Low
10 years High Low
Overall High Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets8.82B 
Front load-  
Deferred load-  
Expense ratio0.98%  
Management fee-  
Fund familyAmerican Century Investments 

Asset allocation

Cash1.57%  
Stocks97.45%  
Bonds0.00%  
Other0.98%  

Purchase information

Initial$2,500  
Additional$50  
AIP Additional$50  
17.80-0.02(-0.11%)
Feb 16, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth; income is a secondary consideration. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalization at the time of purchase is within the capitalization range of the Russell 3000� Index, excluding the largest 100 such companies.
Fund filings (PDF) »
Asset managers:
Kevin Toney (Started: Mar 31, 2004)
Brian Woglom (Started: Feb 17, 2012)
Phillip Davidson (Started: Mar 31, 2004)
Michael Liss (Started: Mar 31, 2004)
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* 6.20 3.28 2.84 2.66
Beta* 1.09 0.90 0.88 0.92
Mean annual return 2.21 1.09 1.25 0.84
R-squared* 82.53 83.32 85.72 89.65
Standard deviation 9.56 10.34 9.78 14.82
Sharpe ratio 2.73 1.25 1.52 0.63
* Against standard index

Top 10 holdings

Security Net Assets  
Northern Trust Corp (NTRS) 3.14%  
iShares Russell Mid-Cap Value 2.73%  
Johnson Controls International PLC (JCI) 2.70%  
Zimmer Biomet Holdings Inc (ZBH) 1.81%  
Imperial Oil Ltd (IMO) 1.76%  
Applied Materials Inc (AMAT) 1.62%  
EQT Corp (EQT) 1.61%  
Baker Hughes Inc (BHI) 1.57%  
Noble Energy Inc (NBL) 1.54%  
Weyerhaeuser Co (WY) 1.53%