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American Century NT Equity Growth Instl (ACLEX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century NT Equity Growth Instl (ACLEX) Fund

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Graph of American Century NT Equity Growth Instl Fund (ACLEX) ManagerFund Manager - Claudia Musat

Fund Manager Information

Fund Manager Tenure: 9.3 years
Fund Family: American Century Investments
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Musat has been a member of the team that manages the fund since its inception in September 2005. She joined American Century in May 2005 as a quantitative analyst and became a portfolio manager in February 2008.  Get more insights on Claudia Musat

 

Graph of American Century NT Equity Growth Instl Fund (ACLEX) ProfileAmerican Century NT Equity Growth Instl Fund (ACLEX) Profile

Fund Profile and Description

American Century NT Equity Growth Instl Fund seeks long-term capital growth. American Century NT Equity Growth Instl Fund invests primarily in large capitalization, publicly-traded U.S. companies which have a market capitalization greater than $2 billion. It invests at least 80% of assets in equity securities. American Century NT Equity Growth Instl Fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) for the tobacco industry.

 

American Century NT Equity Growth Instl (ACLEX) Fund Strength What we like about American Century NT Equity Growth Instl (ACLEX) Fund

Data for American Century NT Equity Growth Instl Fund (ACLEX) as of May 30, 2016

  • American Century NT Equity Growth Instl Fund (ACLEX) management has been with American Century NT Equity Growth Instl Fund for 9.3 years
  • American Century NT Equity Growth Instl Fund (ACLEX) has good Long-term performance (5-year return 10.65% vs 10.15% Large Blend category median performance)
  • American Century NT Equity Growth Instl Fund (ACLEX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century NT Equity Growth Instl Fund (ACLEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century NT Equity Growth Instl Fund (ACLEX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.6, lower than category average of 11.67
  • American Century NT Equity Growth Instl Fund (ACLEX) has a lower expense ratio than its Large Blend average: 0.47% vs 1.02%
  • American Century NT Equity Growth Instl Fund (ACLEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century NT Equity Growth Instl Fund (ACLEX) Weakness What we are cautious about American Century NT Equity Growth Instl (ACLEX) Fund

Data for American Century NT Equity Growth Instl Fund (ACLEX) as of May 30, 2016

  • American Century NT Equity Growth Instl Fund (ACLEX) has a less-than-ideal short-term performance (1-year return -4.16% vs -1.15% Large Blend category median performance)
  • American Century NT Equity Growth Instl Fund (ACLEX) has a less-than-ideal mid-term performance (3-year return 8.71% vs 9.43% Large Blend category median performance)
  • American Century NT Equity Growth Instl Fund (ACLEX) has a Morningstar rating of 3 and below
  • American Century NT Equity Growth Instl Fund (ACLEX) is less safe compared to its Large Blend peers
  • American Century NT Equity Growth Instl Fund (ACLEX) has an annual stock turnover rate of 84.00% that is higher than the Large Blend average of 52.64%. This could mean American Century NT Equity Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
See American Century NT Equity Growth Instl Fund (ACLEX) performance details as of May 30, 2016

 

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Compare American Century NT Equity Growth Instl Fund (ACLEX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century NT Equity Growth Instl2.33-4.168.7110.65
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare American Century NT Equity Growth Instl Fund (ACLEX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of American Century NT Equity Growth Instl Fund (ACLEX) Net Asset TrackingAmerican Century NT Equity Growth Instl (ACLEX) Fund Net Asset

Track net asset change of American Century NT Equity Growth Instl fund (ACLEX)

DateNet Asset
05/2016$1.55B
03/2016$1.49B
02/2016$1.41B
More historic net asset information on American Century NT Equity Growth Instl Fund (ACLEX)

  

Graph of American Century NT Equity Growth Instl Fund (ACLEX) Portfolio TrackingAmerican Century NT Equity Growth Instl (ACLEX) Fund Portfolio Allocation

Track portfolio allocation change of American Century NT Equity Growth Instl fund (ACLEX)

DateCashStockBondOther
03/20160.36%99.09%0%0.55%
12/20151.84%98.16%0%0%
09/20152.14%97.86%0%0%
Click here to see more historic asset allocation information on American Century NT Equity Growth Instl Fund (ACLEX)

 

graph of American Century NT Equity Growth Instl Fund (ACLEX) Top 10 Position TrackingTop 10 Holdings in American Century NT Equity Growth Instl (ACLEX) Fund

Discover what American Century NT Equity Growth Instl Fund (ACLEX) manager is buying

Mar 30, 2016
Apple Inc. [3.37%]
Alphabet Inc. [3.31%]
Microsoft Corporation [3.11%]
Amazon.com, Inc. [2.01%]
Exxon Mobil Corporation Common [1.87%]
Cisco Systems, Inc. [1.78%]
International Business Machines [1.67%]
Merck & Company, Inc. Common St [1.65%]
Intel Corporation [1.62%]
Pepsico, Inc. Common Stock [1.61%]

Dec 30, 2015
Apple Inc. [3.97%]
Alphabet Inc. [3.23%]
Microsoft Corporation [2.99%]
Pfizer, Inc. Common Stock [2%]
JP Morgan Chase & Co. Common St [1.98%]
Amazon.com, Inc. [1.73%]
Citigroup, Inc. Common Stock [1.67%]
Cisco Systems, Inc. [1.66%]
Gilead Sciences, Inc. [1.65%]
Pepsico, Inc. Common Stock [1.62%]

Sep 29, 2015
Apple Inc. [3.77%]
Microsoft Corporation [2.54%]
Pfizer, Inc. Common Stock [1.99%]
JP Morgan Chase & Co. Common St [1.93%]
Pepsico, Inc. Common Stock [1.73%]
Procter & Gamble Company (The) [1.72%]
Intel Corporation [1.69%]
Citigroup, Inc. Common Stock [1.66%]
Alphabet Inc. [1.66%]
Cisco Systems, Inc. [1.64%]
Click here for Stock Holding Change Map in American Century NT Equity Growth Instl Fund (ACLEX)

  

Latest News on American Century NT Equity Growth Instl (ACLEX) Fund

See what is happening with American Century NT Equity Growth Instl Fund (ACLEX)

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