American Century Growth R (AGWRX)
34.83
+0.28 (+0.81%)
USD |
Jan 27 2023
Returns Chart
Key Stats
Customize
Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
1.45% | 11.04B | 0.00% | 25.00% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
-279.90M | -13.23% | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term capital growth. The fund invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Normally, the fund's portfolio will primarily consist of securities of companies demonstrating business improvement. Although the portfolio managers intend to invest the fund's assets primarily in U.S. securities, the fund may invest in securities of foreign companies when these securities meet the portfolio managers' standards of selection. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | TWCGX |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Growth |
Category Index | Russell 1000 Growth TR USD |
Global Category Name | US Equity Large Cap Growth |
YCharts Categorization | US Large Cap Growth |
YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | American Century Investments |
Prospectus Benchmark Index | |
Russell 1000 Growth TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Justin Brown | 6.92 yrs |
Scott Marolf | 2.84 yrs |
Joseph Reiland | 0.84 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
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Category Low
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Category High
1 Year
% Rank:
70
-279.90M
-14.35B
Category Low
8.630B
Category High
3 Months
% Rank:
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Category Low
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Category High
3 Years
% Rank:
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Category Low
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Category High
6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
--
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Category Low
--
Category High
10 Years
% Rank:
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Category Low
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Category High
As of December 31, 2022
Performance Versus Category
As of January 27, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of January 27, 2023.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Microsoft Corp | 12.98% | 248.16 | 0.06% |
Apple Inc | 9.36% | 145.93 | 1.37% |
Alphabet Inc Class A | 6.81% | 99.37 | 1.90% |
Visa Inc Class A | 4.99% | 231.44 | 3.00% |
Amazon.com Inc | 4.94% | 102.24 | 3.04% |
UnitedHealth Group Inc | 3.37% | 486.05 | -1.31% |
AbbVie Inc | 2.87% | 146.28 | -0.76% |
NVIDIA Corp | 2.35% | 203.65 | 2.84% |
Lockheed Martin Corp | 1.93% | 459.60 | -0.05% |
PepsiCo Inc | 1.83% | 169.62 | -0.35% |
Basic Info
Investment Strategy | |
The investment seeks long-term capital growth. The fund invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Normally, the fund's portfolio will primarily consist of securities of companies demonstrating business improvement. Although the portfolio managers intend to invest the fund's assets primarily in U.S. securities, the fund may invest in securities of foreign companies when these securities meet the portfolio managers' standards of selection. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | TWCGX |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Growth |
Category Index | Russell 1000 Growth TR USD |
Global Category Name | US Equity Large Cap Growth |
YCharts Categorization | US Large Cap Growth |
YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | American Century Investments |
Prospectus Benchmark Index | |
Russell 1000 Growth TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Justin Brown | 6.92 yrs |
Scott Marolf | 2.84 yrs |
Joseph Reiland | 0.84 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (1-27-23) | 0.00% |
30-Day SEC Yield (11-30-22) | Upgrade |
7-Day SEC Yield (4-23-09) | Upgrade |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 26.18 |
Weighted Average Price to Sales Ratio | Upgrade |
Weighted Average Price to Book Ratio | Upgrade |
Weighted Median ROE | Upgrade |
Weighted Median ROA | Upgrade |
Forecasted Dividend Yield | Upgrade |
Forecasted PE Ratio | Upgrade |
Forecasted Price to Sales Ratio | Upgrade |
Forecasted Price to Book Ratio | Upgrade |
As of December 31, 2022
Growth Estimates
Fund Details
Key Dates | |
Inception Date | 8/29/2003 |
Last Annual Report Date | 10/31/2022 |
Last Prospectus Date | 3/1/2022 |
Share Classes | |
ACIHX | Other |
AGRDX | Retirement |
AGWUX | Retirement |
AGYWX | Inst |
TCRAX | A |
TWCGX | Inv |
TWGIX | Inst |
TWRCX | C |
Attributes | |
Index Fund | No |
Inverse Fund | No |
Leveraged Fund | No |
Fund of Funds | No |
Currency Hedged Fund | No |
Synthetic Replication Fund | No |
Has Dividend Investment Plan | No |
Socially Responsible Fund | No |