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.
Value is a large-cap value equity fund seeking capital appreciation with income as a secondary objective. In addition, the managers seek to:
- Deliver competitive returns in rising markets
- Limit losses in market downturns
- Maximize reward for risks taken
Investment Opportunities with the Greatest Potential
The fund is consistently focused on characteristics the managers believe improve the odds of generating higher returns with less risk:
- High quality
- Low valuation
A Large Value Cornerstone
Value can help improve risk-adjusted return potential at the core of investor portfolios:
- Conservative, all-weather large-cap value exposure
- Outperformance compared to its peers
- Flexibility to invest in high quality companies of all sizes
A Note About Risk
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.
Kevin Toney, CFA
CFA, Senior Vice President, Senior Portfolio Manager
Phillip N. Davidson, CFA
CFA, Senior Vice President, Chief Investment Officer, U.S. Value Equity
Brian Woglom, CFA
CFA, Vice President, Portfolio Manager
Michael Liss, CFA, CPA
CFA, CPA, Vice President, Senior Portfolio Manager
Dan Gruemmer, CFA
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 Reuters Company, subject to the following: Copyright 2015 © 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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