American Century Small Company C (ASQCX)
11.57
+0.21
(+1.85%)
USD |
Mar 31 2023
Key Stats
Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
1.85% | 150.31M | 0.00% | 205.0% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
-13.89M | -14.11% | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term capital growth by investing primarily in common stocks of small companies. Under normal market conditions, the fund will invest at least 80% of its net assets in stocks of smaller-capitalization U.S. companies. The portfolio managers consider small companies to be those that, at the time of investment, have a market capitalization not greater than that of the largest company in the Russell 2000® Index. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | ASQIX |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Blend |
Category Index | Russell 2000 TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Small Company |
Fund Owner Firm Name | American Century Investments |
Prospectus Benchmark Index | |
Russell 2000 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Steven Rossi | 6.02 yrs |
Arun Daniel | 0.85 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
47
-13.89M
-3.126B
Category Low
3.556B
Category High
3 Months
% Rank:
--
--
Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
--
Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 31, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 31, 2023.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Box Inc Class A | 1.14% | 26.79 | 3.08% |
Insperity Inc | 1.14% | 121.55 | 2.42% |
UFP Industries Inc | 1.10% | 79.46 | 2.86% |
Ingles Markets Inc Class A | 1.05% | 88.69 | 1.53% |
Mueller Industries Inc | 1.03% | 73.48 | 1.60% |
PotlatchDeltic Corp | 1.01% | 49.50 | 2.97% |
Supernus Pharmaceuticals Inc | 1.01% | 36.23 | -0.11% |
Hillenbrand Inc | 0.94% | 47.53 | 2.63% |
AMN Healthcare Services Inc | 0.92% | 82.96 | 1.46% |
Trinet Group Inc | 0.90% | 80.61 | 2.26% |
Basic Info
Investment Strategy | |
The investment seeks long-term capital growth by investing primarily in common stocks of small companies. Under normal market conditions, the fund will invest at least 80% of its net assets in stocks of smaller-capitalization U.S. companies. The portfolio managers consider small companies to be those that, at the time of investment, have a market capitalization not greater than that of the largest company in the Russell 2000® Index. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | ASQIX |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Blend |
Category Index | Russell 2000 TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Small Company |
Fund Owner Firm Name | American Century Investments |
Prospectus Benchmark Index | |
Russell 2000 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Steven Rossi | 6.02 yrs |
Arun Daniel | 0.85 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (3-31-23) | 0.00% |
30-Day SEC Yield (2-28-23) | Upgrade |
7-Day SEC Yield | -- |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 8.426 |
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
Fund Details
Key Dates | |
Inception Date | 3/1/2010 |
Last Annual Report Date | 6/30/2022 |
Last Prospectus Date | 11/1/2022 |
Share Classes | |
ASCQX | Inst |
ASCRX | Retirement |
ASQAX | A |
ASQGX | Retirement |
ASQIX | Inv |
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 |