Seek Higher Returns with Lower Risk. Mid Cap Value seeks to consistently deliver higher returns and lower volatility through investments in high-quality, mid-sized companies temporarily selling at a discount.
Seeks to Build and Preserve Capital
Mid Cap Value has a proven track record:
- Long-term returns near the top of its peer group*
- Risk profile among the lowest of its peers*
- Consistent investment style in all market environments
Focusing on Proven Characteristics
The fund invests in companies the team believes have characteristics that have proven to increase returns, lower volatility, limit downside risk, and provide income over time:
- Low valuation
- Competitive yields
Serving as a Portfolio Diversifier
Mid Cap Value is a versatile portfolio that may help improve risk-adjusted return potential in a variety of ways:
- Complement for aggressive growth holdings
- Diversifier for portfolios heavily weighted in large-cap stocks
- Vehicle for building capital over the long term while taking less risk
A Note About Risk
The value and/or returns of a portfolio will fluctuate with market and economic conditions. Historically, small and/ or mid-cap stocks have been more volatile than the stocks of larger, more established companies. Smaller companies may have limited resources, product lines and markets, and their securities may trade less frequently and in more limited volumes than those of larger companies. International investing involves special risk considerations, including economic and political conditions, inflation rates and currency fluctuations. 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.
Past performance is no guarantee of future results.
Diversification does not assure a profit nor does it protect against loss of principal.
Phillip N. Davidson, CFA
Chief Investment Officer, U.S. Value Equity, Senior Vice President and Senior Portfolio Manager
Kevin Toney, CFA
Senior Vice President, Senior Portfolio Manager
Michael Liss, CFA, CPA
Vice President, Senior Portfolio Manager
Brian Woglom, CFA
Vice President, Portfolio Manager
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 2017 © 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.
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