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The Value of Balancing Risk and Return. Value is a foundational large-cap value fund designed to deliver higher returns with lower volatility over time through investments in high-quality companies temporarily selling at a discount.
Seeks long-term capital growth. Income is a secondary objective.
The Value team seeks to derive returns from the team's stock-picking abilities. The investment professionals seek to:
The strength of the fund's process lies in the belief that the balance between participating in the markets upside and mitigating its downside is key to producing long-term outperformance. The team seeks to:
The fund follows a disciplined, time-tested process, which has resulted in features that may make the fund a core portfolio holding:
The value and/or returns of a portfolio will fluctuate with market and economic conditions. Different investment styles tend to shift in and out of favor depending upon market and economic conditions, as well as investor sentiment. A fund may outperform or underperform other funds that employ a different investment style. 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.
Long-term capital growth and income by investing in the stocks of companies of all sizes the managers believe to be undervalued.
Seeks higher returns, lower volatility and attractive yields with consistent large-cap value exposure. Has the flexibility to invest in high-quality companies of any size temporarily selling at a discount.
Extraordinary performance is attributable in part to unusually favorable market conditions and may not be repeated or consistently achieved in the future.
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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The value and/or returns of a portfolio will fluctuate with market and economic conditions.
Different investment styles tend to shift in and out of favor depending upon market and economic conditions, as well as investor sentiment. A fund may outperform or underperform other funds that employ a different investment style.
International investing involves special risk considerations, including economic and political conditions, inflation rates and currency fluctuations.
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 ©2021 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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