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Income-Oriented Equity Investing. In markets filled with both opportunities and risks, investors need a plan to succeed. Equity Income can help with an approach designed to help investors build and preserve capital over the long term.
Seeks current income. Capital appreciation is a secondary objective.
Equity Income is an income-oriented stock fund that's designed to:
The fund invests in securities the team believes have characteristics that have proven to increase returns, lower volatility, limit downside risk, and provide income over time:
Enduring return, risk and style characteristics may make Equity Income a solid choice as a core holding in an investor’s portfolio.
The value and/or returns of a portfolio will fluctuate with market and economic conditions. The fund invests in convertible securities, which may be affected by changes in interest rates, the credit of the issuer and the value of the underlying common stock. Generally, as interest rates rise, the value of the securities held in the fund will decline. The opposite is true when interest rates decline. 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.
Current income and long-term capital growth by investing in companies of all sizes that are believed to be undervalued.
Seeks upside equity market participation with a high level of yield. Invests in either the common stock or convertible securities of high-quality, income producing companies temporarily identified as undervalued.
Senior Vice President, Executive Portfolio Manager
Chief Investment Officer — Global Value Equity, Senior Vice President, Senior Portfolio Manager
Vice President, Senior Portfolio Manager
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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 quarter end. For additional share class information, consult the prospectus.
The value and/or returns of a portfolio will fluctuate with market and economic conditions.
The fund invests in convertible securities, which may be affected by changes in interest rates, the credit of the issuer and the value of the underlying common stock. The fund also may invest in foreign securities, which can be riskier than investing in U.S. securities.
Generally, as interest rates rise, the value of the securities held in the fund will decline. The opposite is true when interest rates decline.
The gross expense ratio is the fund's total annual operating costs, expressed as a percentage of the fund's average net assets for a given time period. It is gross of any fee waivers or expense reimbursement. The net expense ratio is the expense ratio after the application of any waivers or reimbursement. This is the actual ratio that investors paid during the fund's most recent fiscal year. Please see the prospectus for more information.
W2 Minimum initial investment is $1,000 for IRA and CESA accounts, and $2,500 for non-retirement accounts, but these minimums are waived with an initial investment of at least $500 per account and automatic investments of at least $100 per month. If your account balance falls below the minimum, or if you cancel your automatic monthly investment plan prior to reaching the minimum, American Century Investments may redeem the account and send the proceeds to you. Prior to doing so, we will notify you and give you 90 days to meet the minimum or reinstate your automatic monthly investment plan.
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 ©2020 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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