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American Century Small Cap Value Instl (ACVIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Small Cap Value Instl (ACVIX) Fund

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Graph of American Century Small Cap Value Instl Fund (ACVIX) ManagerFund Manager - Jeff John

Fund Manager Information

Fund Manager Tenure: 7.5 years
Fund Family: American Century Investments
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

 

Graph of American Century Small Cap Value Instl Fund (ACVIX) ProfileAmerican Century Small Cap Value Instl Fund (ACVIX) Profile

Fund Profile and Description

American Century Small Cap Value Instl Fund seeks long-term capital growth; income is a secondary consideration. American Century Small Cap Value Instl Fund invests at least 80% of assets in small-cap companies. Equity securities include common stock, preferred stock, and equity-equivalent securities, such as convertible securities, stock futures contracts or stock index futures contracts. The portfolio managers consider small cap companies to include those with a market capitalization no larger than that of the largest company in the S&P Small Cap 600 Index or the Russell 2000 Index.

 

American Century Small Cap Value Instl (ACVIX) Fund Strength What we like about American Century Small Cap Value Instl (ACVIX) Fund

Data for American Century Small Cap Value Instl Fund (ACVIX) as of May 30, 2016

  • American Century Small Cap Value Instl Fund (ACVIX) management has been with American Century Small Cap Value Instl Fund for 7.5 years
  • American Century Small Cap Value Instl Fund (ACVIX) has good short-term performance (1-year return -1.48% vs -3.44% Small Value category median performance)
  • American Century Small Cap Value Instl Fund (ACVIX) has good mid-term performance (3-year return 7.79% vs 6.26% Small Value category median performance)
  • American Century Small Cap Value Instl Fund (ACVIX) has good Long-term performance (5-year return 8.47% vs 7.71% Small Value category median performance)
  • American Century Small Cap Value Instl Fund (ACVIX) has a Morningstar rating of 4 and above
  • Asset base in American Century Small Cap Value Instl Fund (ACVIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Small Cap Value Instl Fund (ACVIX) has a lower expense ratio than its Small Value average: 1.06% vs 1.33%
  • American Century Small Cap Value Instl Fund (ACVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Small Cap Value Instl Fund (ACVIX) Weakness What we are cautious about American Century Small Cap Value Instl (ACVIX) Fund

Data for American Century Small Cap Value Instl Fund (ACVIX) as of May 30, 2016

  • American Century Small Cap Value Instl Fund (ACVIX) ratio of up-years vs down years can be improved
  • American Century Small Cap Value Instl Fund (ACVIX) has an annual stock turnover rate of 95.00% that is higher than the Small Value average of 56.81%. This could mean American Century Small Cap Value Instl is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Small Cap Value Instl Fund (ACVIX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.72 that is higher than category average of 14.31
See American Century Small Cap Value Instl Fund (ACVIX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Small Cap Value Instl Fund (ACVIX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Small Cap Value Instl4.19-1.487.798.47
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare American Century Small Cap Value Instl Fund (ACVIX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of American Century Small Cap Value Instl Fund (ACVIX) Net Asset TrackingAmerican Century Small Cap Value Instl (ACVIX) Fund Net Asset

Track net asset change of American Century Small Cap Value Instl fund (ACVIX)

DateNet Asset
05/2016$1.42B
03/2016$1.39B
02/2016$1.29B
More historic net asset information on American Century Small Cap Value Instl Fund (ACVIX)

  

Graph of American Century Small Cap Value Instl Fund (ACVIX) Portfolio TrackingAmerican Century Small Cap Value Instl (ACVIX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Small Cap Value Instl fund (ACVIX)

DateCashStockBondOther
03/20162.84%97.16%0%0%
12/20150.03%99.05%0%0.92%
09/20150.46%98.32%0%1.22%
Click here to see more historic asset allocation information on American Century Small Cap Value Instl Fund (ACVIX)

 

graph of American Century Small Cap Value Instl Fund (ACVIX) Top 10 Position TrackingTop 10 Holdings in American Century Small Cap Value Instl (ACVIX) Fund

Discover what American Century Small Cap Value Instl Fund (ACVIX) manager is buying

Mar 30, 2016
Allied World Assurance Company [1.89%]
Graphic Packaging Holding Compa [1.89%]
ClubCorp Holdings, Inc. Common [1.88%]
Multi-Color Corporation [1.85%]
UMB Financial Corporation [1.85%]
Multi Packaging Solutions Inter [1.81%]
Verifone Systems, Inc. Common S [1.81%]
BroadSoft, Inc. [1.76%]
Entravision Communications Corp [1.62%]
Berry Plastics Group, Inc. Comm [1.62%]

Dec 30, 2015
UMB Financial Corporation [2.16%]
Allied World Assurance Company [2.14%]
ClubCorp Holdings, Inc. Common [2.04%]
Evertec, Inc. Common Stock [1.83%]
BankUnited, Inc. Common Stock [1.76%]
Verifone Systems, Inc. Common S [1.74%]
Berry Plastics Group, Inc. Comm [1.68%]
Entravision Communications Corp [1.67%]
Graphic Packaging Holding Compa [1.67%]
Multi-Color Corporation [1.64%]

Sep 29, 2015
UMB Financial Corporation [1.97%]
BankUnited, Inc. Common Stock [1.97%]
Mentor Graphics Corporation [1.92%]
Berry Plastics Group, Inc. Comm [1.76%]
Endurance Specialty Holdings Lt [1.73%]
Evertec, Inc. Common Stock [1.69%]
ClubCorp Holdings, Inc. Common [1.68%]
Entravision Communications Corp [1.68%]
Allied World Assurance Company [1.65%]
Bank of the Ozarks [1.6%]
Click here for Stock Holding Change Map in American Century Small Cap Value Instl Fund (ACVIX)

  

Latest News on American Century Small Cap Value Instl (ACVIX) Fund

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American Century Small Cap Value Instl Fund (ACVIX) Related ResourcesSee more information on American Century Small Cap Value Instl (ACVIX) Fund

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