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American Century Equity Income Instl (ACIIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Equity Income Instl (ACIIX) Fund

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Graph of American Century Equity Income Instl Fund (ACIIX) ManagerFund Manager - Phillip Davidson

Fund Manager Information

Fund Manager Tenure: 24.8 years
Fund Family: American Century Investments
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (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 Phillip Davidson

 

Graph of American Century Equity Income Instl Fund (ACIIX) ProfileAmerican Century Equity Income Instl Fund (ACIIX) Profile

Fund Profile and Description

American Century Equity Income Instl Fund seeks current income; capital appreciation is a secondary consideration. American Century Equity Income Instl Fund invests in equity securities with a favorable income-paying history that have prospects for income payments to continue or increase. It invests at least 80% of its assets in equity securities at all times regardless of the movement of stock prices generally and invests at least 85% of its assets in income-paying securities. American Century Equity Income Instl Fund also invests in equity securities of companies that the advisor believes are undervalued and have the potential for an increase in price.

 

American Century Equity Income Instl (ACIIX) Fund Strength What we like about American Century Equity Income Instl (ACIIX) Fund

Data for American Century Equity Income Instl Fund (ACIIX) as of May 30, 2016

  • American Century Equity Income Instl Fund (ACIIX) management has been with American Century Equity Income Instl Fund for 24.8 years
  • American Century Equity Income Instl Fund (ACIIX) has good short-term performance (1-year return 9.67% vs -2.36% Large Value category median performance)
  • American Century Equity Income Instl Fund (ACIIX) has good mid-term performance (3-year return 10.09% vs 7.81% Large Value category median performance)
  • American Century Equity Income Instl Fund (ACIIX) has good Long-term performance (5-year return 10.30% vs 9.15% Large Value category median performance)
  • American Century Equity Income Instl Fund (ACIIX) ratio of up-years vs down years is greater than 2
  • American Century Equity Income Instl Fund (ACIIX) has a Morningstar rating of 4 and above
  • Asset base in American Century Equity Income Instl Fund (ACIIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Equity Income Instl Fund (ACIIX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.13, lower than category average of 11.7
  • American Century Equity Income Instl Fund (ACIIX) has a lower expense ratio than its Large Value average: 0.74% vs 1.10%
  • American Century Equity Income Instl Fund (ACIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Equity Income Instl Fund (ACIIX) Weakness What we are cautious about American Century Equity Income Instl (ACIIX) Fund

Data for American Century Equity Income Instl Fund (ACIIX) as of May 30, 2016

  • American Century Equity Income Instl Fund (ACIIX) has an annual stock turnover rate of 88.00% that is higher than the Large Value average of 44.39%. This could mean American Century Equity Income Instl is more nimble, but also signal potential high tax impact and high trading fees
See American Century Equity Income Instl Fund (ACIIX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Equity Income Instl Fund (ACIIX)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 Equity Income Instl10.089.6710.0910.30
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 Equity Income Instl Fund (ACIIX)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 Equity Income Instl Fund (ACIIX) Net Asset TrackingAmerican Century Equity Income Instl (ACIIX) Fund Net Asset

Track net asset change of American Century Equity Income Instl fund (ACIIX)

DateNet Asset
05/2016$10.28B
03/2016$9.48B
02/2016$8.79B
More historic net asset information on American Century Equity Income Instl Fund (ACIIX)

  

Graph of American Century Equity Income Instl Fund (ACIIX) Portfolio TrackingAmerican Century Equity Income Instl (ACIIX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Equity Income Instl fund (ACIIX)

DateCashStockBondOther
03/20161.02%77.57%3.1%3.42%
12/20151.68%77.14%3.95%2.55%
09/20152.8%75.06%1.9%0.51%
Click here to see more historic asset allocation information on American Century Equity Income Instl Fund (ACIIX)

 

graph of American Century Equity Income Instl Fund (ACIIX) Top 10 Position TrackingTop 10 Holdings in American Century Equity Income Instl (ACIIX) Fund

Discover what American Century Equity Income Instl Fund (ACIIX) manager is buying

Mar 30, 2016
iShares Russell 1000 Value [4.96%]
Wells Fargo & Co, San Francisco Ca Pfd [3.99%]
Bk Amer Pfd [3.74%]
Procter & Gamble Company (The) [3.01%]
Pfizer, Inc. Common Stock [3%]
Intel Cv 2.95% [2.97%]
Schlumberger N.V. Common Stock [2.75%]
Microchip Tech Cv 1.625% [2.68%]
Cisco Systems, Inc. [2.58%]
PNC Financial Services Group, I [2.5%]

Dec 30, 2015
iShares Russell 1000 Value [5.01%]
Bk Amer Pfd [4.59%]
Wells Fargo & Co, San Francisco Ca Pfd [4.18%]
Exxon Mobil Corporation Common [3.74%]
Johnson & Johnson Common Stock [3.15%]
Microchip Tech 144A Cv 1.625% [3.14%]
Sysco Corporation Common Stock [2.85%]
Pepsico, Inc. Common Stock [2.77%]
Procter & Gamble Company (The) [2.75%]
Pfizer, Inc. Common Stock [2.51%]

Sep 29, 2015
Bk Amer Pfd [4.67%]
Wells Fargo & Co, San Francisco Ca Pfd [4.37%]
Exxon Mobil Corporation Common [3.99%]
Johnson & Johnson Common Stock [3.61%]
Pepsico, Inc. Common Stock [3.22%]
Merck & Company, Inc. Common St [3.14%]
Procter & Gamble Company (The) [3%]
Sandisk Cv 0.5% [2.72%]
Pfizer, Inc. Common Stock [2.72%]
Wal-Mart Stores, Inc. Common St [2.58%]
Click here for Stock Holding Change Map in American Century Equity Income Instl Fund (ACIIX)

  

Latest News on American Century Equity Income Instl (ACIIX) Fund

See what is happening with American Century Equity Income Instl Fund (ACIIX)

 

American Century Equity Income Instl Fund (ACIIX) Related ResourcesSee more information on American Century Equity Income Instl (ACIIX) Fund

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