Seeks long-term capital growth.
In a marketplace where decision-making is often clouded by emotions, the Disciplined Growth team executes an objective process. They build the portfolio systematically, emphasizing fundamental characteristics:
- High quality
- Sustainable growth
- Attractive valuations
- Positive price momentum
The fund's multi-pronged risk management framework aims to compensate investors for the risk they take. The managers focus on:
- Incorporating valuation and quality metrics into the stock selection process
- Maintaining broad diversification across companies, industries and sectors
- Continually optimizing the portfolio’s risk/return profile
Disciplined Growth strives for consistency in its approach and its results. Since the beginning of 2009, the fund has:
- Outperformed its benchmark in 70% of rolling three-year periods*
- Outperformed its peer average in 84% of rolling three-year periods*
- Maintained its Morningstar large growth style box classification in 100% of reporting periods
*Based on a comparison with the Russell 1000® Growth Index and Morningstar Category Average as of 6/30/2016.
A Note About Risk
High return potential with corresponding high price fluctuations, including possible gains and/or losses. At any given time your shares may be worth more or less than you paid for them; it is possible to lose money by investing in the fund. There is no guarantee that the investment objectives will be met. Dividends and yields represent past performance and there is no guarantee that they will continue to be paid.
Data reflects past performance for Investor Class shares, assumes reinvestment of dividends and capital gains and is no guarantee of future results. Current performance may be higher or lower than data shown. Investment return and principal value fluctuates. Redemption value may be more or less than original cost. Obtain performance data current to the most recent month end. For additional share class information, consult the prospectus. Extraordinary performance is attributable in part to unusually favorable market conditions and may not be repeated or consistently achieved in the future.
W2 If your account falls below the minimum balance, you will be notified and given 90 days to meet the minimum. If the deadline is not met, American Century Investments may redeem the shares in the account and send the proceeds to the address of record.
Expense ratios provided are the funds' total annual operating expense ratios, gross of any fee waivers or expense reimbursements. Expense ratios are as of the funds' most current prospectus.
Lipper rankings are based on average annual total returns. Portions of the mutual fund performance information contained on this page were supplied by Lipper, a Thomson Reuters Company, subject to the following: Copyright 2016 © Thomson Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Performance data is preliminary and subject to revision. Rankings are based on all classes available within the classification as of the date shown. Rankings are based only on the universe shown.
©2016 Morningstar, Inc. All Rights Reserved. Certain information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.