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American Century Mid Cap Value Instl Fund (AVUAX)

Fund performance review and position details on American Century Mid Cap Value Instl Fund (AVUAX)

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American Century Mid Cap Value Instl Fund (AVUAX) HighlightAmerican Century Mid Cap Value Instl Fund (AVUAX) Fund Summary

American Century Mid Cap Value Instl Fund (AVUAX) statistics as of May 30, 2016

Category: Mid-Cap Value
Fund Family: American Century Investments
Net Asset: $7.35B
Yield: 1.27%
Year-to-Date Return: 9.83%
Morningstar rating: 5

 

American Century Mid Cap Value Instl Fund (AVUAX) CostAmerican Century Mid Cap Value Instl Fund (AVUAX) Cost

American Century Mid Cap Value Instl Fund (AVUAX) various investment related cost

Initial Investment: 5,000,000
Total Expense Ratio (Mid-Cap Value average): 0.80% (1.18%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 66.00%

 

American Century Mid Cap Value Instl Fund (AVUAX) PerformanceAmerican Century Mid Cap Value Instl Fund (AVUAX) Performance

Most current American Century Mid Cap Value Instl Fund (AVUAX) Performance

1-month Performance (Mid-Cap Value category median performance): 2.37% (1.79%)
3-month Performance (Mid-Cap Value category median performance): 13.08% (12.26%)
1 Year Performance (Mid-Cap Value category median performance): 5.60% (-3.20%)
3 Year Performance (Mid-Cap Value category median performance): 12.46% (8.20%)
5 Year Performance (Mid-Cap Value category median performance): 12.39% (8.87%)
Number of Years of positive return: 7 years
Number of Years of negative return: 4 years
3 year Alpha (Mid-Cap Value category average): 2.62 (-2.7)
3 year Beta (Mid-Cap Value category average): 0.87 (1)
3 year Sharpe Ratio: 1.16
3 year Treynor: 14.22

American Century Mid Cap Value Instl Fund (AVUAX) topholdingTop Stock Holdings in American Century Mid Cap Value Instl Fund (AVUAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Northern Trust Corporation3.04%0.00%
Sysco Corporation Common Stock2.86%0.00%
iShares Russell Mid-Cap Value2.59%N/A
Republic Services, Inc. Common 2.18%0.00%
Zimmer Biomet Holdings, Inc. Co2.03%0.00%
Tyco International plc (Ireland2%0.00%
Applied Materials, Inc.1.82%0.00%
Edison International Common Sto1.74%0.00%
Weyerhaeuser Company Common Sto1.74%0.00%
IMPERIAL OIL1.72%0.00%
*Note: The price change will reset to 0 after the midnight

 

American Century Mid Cap Value Instl Fund (AVUAX) Portfolio AllocationAmerican Century Mid Cap Value Instl Fund (AVUAX) Fund Portfolio Allocation

American Century Mid Cap Value Instl Fund (AVUAX) Fund Portfolio Allocation data as of 03/2016

Stock97.25%
Bond0%
Cash2.74%
Other0.01%

 

American Century Mid Cap Value Instl Fund (AVUAX) CompareCompare with other Mid-Cap Value category mutual funds

Below are some additional Mid-Cap Value mutual funds generated out of our database

Fund1 Year3 year5 year
American Century Mid Cap Value Instl5.6012.4612.39
VY American Century Small-Mid Cap Val S2 (ISMSX)3.3910.7310.75 Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)0.4912.5512.11 Compare
MFS Mid Cap Value A (MVCAX)-0.5910.1010.52 Compare

See top fund managers for Mid-Cap Value Category Funds

 

American Century Mid Cap Value Instl Fund (AVUAX) PerformanceOther Financial Data Web Sites on American Century Mid Cap Value Instl Fund (AVUAX)

Addition research sites for American Century Mid Cap Value Instl Fund (AVUAX)

 

American Century Mid Cap Value Instl Fund (AVUAX) Related ResourcesSee more information on American Century Mid Cap Value Instl (AVUAX) Fund

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