Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ACBVX Insights | ACBVX Score | ACBVX Performance | ACBVX News | ACBVX Allocation | ACBVX Holdings Change

American Century Value B (ACBVX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Value B (ACBVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of American Century Value B Fund (ACBVX) ManagerFund Manager - Philip Davidson

Fund Manager Information

Fund Manager Tenure: 26.3 years
Fund Family: American Century Investments
Fund Category: Large Value
Fund Performance: Sep 29, 2015
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Davidson is senior vice president and senior portfolio manager with American Century Investments, his employer since September 1993. Previously, he spent 11 years as a vice president, portfolio manager, and analyst with Boatmen's Trust Company and two years as an analyst with Mercantile Trust Company.  Get more insights on Philip Davidson

 

Graph of American Century Value B Fund (ACBVX) ProfileAmerican Century Value B Fund (ACBVX) Profile

Fund Profile and Description

American Century Value B Fund seeks long-term capital appreciation; income is a secondary consideration. American Century Value B Fund invests in stocks of companies of all sizes that they believe are undervalued at the time of purchase. The managers attempt to purchase the stocks of these undervalued companies and hold each stock until the price has increased to, or is higher than, a level the managers believe more accurately reflects the fair value of the company.

 

American Century Value B (ACBVX) Fund Strength What we like about American Century Value B (ACBVX) Fund

Data for American Century Value B Fund (ACBVX) as of Sep 29, 2015

  • American Century Value B Fund (ACBVX) management has been with American Century Value B Fund for 26.3 years
  • American Century Value B Fund (ACBVX) has good mid-term performance (3-year return 9.65% vs 7.81% Large Value category median performance)
  • American Century Value B Fund (ACBVX) has good Long-term performance (5-year return 10.08% vs 9.15% Large Value category median performance)
  • American Century Value B Fund (ACBVX) ratio of up-years vs down years is greater than 2
  • American Century Value B Fund (ACBVX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.65, lower than category average of 11.7

American Century Value B Fund (ACBVX) Weakness What we are cautious about American Century Value B (ACBVX) Fund

Data for American Century Value B Fund (ACBVX) as of Sep 29, 2015

  • American Century Value B Fund (ACBVX) has a less-than-ideal short-term performance (1-year return -6.52% vs -2.36% Large Value category median performance)
  • American Century Value B Fund (ACBVX) has a Morningstar rating of 3 and below
  • American Century Value B Fund (ACBVX) has an annual stock turnover rate of 45.00% that is higher than the Large Value average of 44.39%. This could mean American Century Value B is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Value B Fund (ACBVX) has a higher expense ratio of 1.97% than its Large Value average of 1.10%
  • American Century Value B Fund (ACBVX) carries a 5% load
  • Asset base in American Century Value B Fund (ACBVX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Century Value B Fund (ACBVX) performance details as of Sep 29, 2015

 

What do you think?

 

Compare American Century Value B Fund (ACBVX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Value B-9.89-6.529.6510.08
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare American Century Value B Fund (ACBVX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of American Century Value B Fund (ACBVX) Net Asset TrackingAmerican Century Value B (ACBVX) Fund Net Asset

Track net asset change of American Century Value B fund (ACBVX)

DateNet Asset
05/2016$3.31B
03/2016$3.31B
02/2016$3.31B
More historic net asset information on American Century Value B Fund (ACBVX)

  

Graph of American Century Value B Fund (ACBVX) Portfolio TrackingAmerican Century Value B (ACBVX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Value B fund (ACBVX)

DateCashStockBondOther
06/20152.26%97.74%0%0%
03/20152.97%97.03%0%0%
Click here to see more historic asset allocation information on American Century Value B Fund (ACBVX)

 

graph of American Century Value B Fund (ACBVX) Top 10 Position TrackingTop 10 Holdings in American Century Value B (ACBVX) Fund

Discover what American Century Value B Fund (ACBVX) manager is buying

Jun 29, 2015
Exxon Mobil Corporation Common [3.9%]
General Electric Company Common [3.23%]
Pfizer, Inc. Common Stock [3.22%]
JP Morgan Chase & Co. Common St [2.86%]
Procter & Gamble Company (The) [2.72%]
Wells Fargo & Company Common St [2.54%]
Chevron Corporation Common Stoc [2.53%]
AT&T Inc. [1.94%]
Cisco Systems, Inc. [1.91%]
Johnson & Johnson Common Stock [1.87%]

Mar 30, 2015
Exxon Mobil Corporation Common [3.88%]
General Electric Company Common [3.2%]
Pfizer, Inc. Common Stock [3.12%]
Chevron Corporation Common Stoc [2.73%]
Procter & Gamble Company (The) [2.62%]
JP Morgan Chase & Co. Common St [2.58%]
Wells Fargo & Company Common St [2.43%]
AT&T Inc. [1.98%]
Northern Trust Corporation [1.85%]
Republic Services, Inc. Common [1.84%]
Click here for Stock Holding Change Map in American Century Value B Fund (ACBVX)

  

Latest News on American Century Value B (ACBVX) Fund

See what is happening with American Century Value B Fund (ACBVX)

    No recent news

 

American Century Value B Fund (ACBVX) Related ResourcesSee more information on American Century Value B (ACBVX) Fund

Popular pages on American Century Value B (ACBVX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update