Minimums & Pricing
Updated August 2022
Minimums & Pricing
¹The minimum initial investment amount is generally $5 million ($3 million for endowments and foundations) per fund. If the investor invests with us through a financial intermediary, this requirement may be met if the investor’s financial intermediary aggregates the investor’s investments with those of other clients into a single group, or omnibus account that meets the minimum. The minimum investment requirement may be waived if the investor has an aggregate investment in the American Century family of funds of $10 million or more ($5 million for endowments and foundations). This includes accounts held directly with American Century and those held through a financial intermediary. American Century Investments also may waive the minimum initial investment in other situations it deems appropriate. American Century Investments may permit an intermediary to waive the initial minimum per shareholder as provided in Buying and Selling Fund Shares in the statement of additional information.
²Employer-sponsored retirement plans may not invest in I Class shares, except that plans invested in the I Class prior to April 10, 2017 may make additional purchases. However, the One Choice Target Date Portfolio I Class Funds are available to group employer sponsored retirement plans, with no initial minimums.
³The referenced initial and subsequent minimums are for accounts established through a financial intermediary. Financial intermediaries may require their clients to meet different investment minimums. For retail accounts established directly at the fund company, the initial and subsequent minimums are different.
⁴Small Business Retirement Plans include Business IRA’s (SIMPLE, SEP and SARSEP), and Employer-sponsored retirement plans held in brokerage accounts whether a single account for all plan participants with the Fund or multiple accounts for each plan participant.
⁵Certain group employer-sponsored retirement plans, that hold a single account for all plan participants with the Fund, or shares are purchased by certain retirement plans that are part of a retirement plan or platform offered by banks, broker dealers, financial advisors or insurance companies, or serviced by retirement recordkeepers. Refer to Statement of Additional Information for a list of retirement plan types.