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

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

American Century Equity Income B (AEKBX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Equity Income B (AEKBX) Fund

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

 

Graph of American Century Equity Income B Fund (AEKBX) ManagerFund Manager - Philip Davidson

Fund Manager Information

Fund Manager Tenure: 25.0 years
Fund Family: American Century Investments
Fund Category: Large Value
Fund Performance: Sep 29, 2015
Fundmojo Fund Grade: D (Score: 0.48)     (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 Equity Income B Fund (AEKBX) ProfileAmerican Century Equity Income B Fund (AEKBX) Profile

Fund Profile and Description

American Century Equity Income B Fund seeks current income; capital appreciation is a secondary consideration. American Century Equity Income B 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 B 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 B (AEKBX) Fund Strength What we like about American Century Equity Income B (AEKBX) Fund

Data for American Century Equity Income B Fund (AEKBX) as of Sep 29, 2015

  • American Century Equity Income B Fund (AEKBX) management has been with American Century Equity Income B Fund for 25.0 years
  • American Century Equity Income B Fund (AEKBX) ratio of up-years vs down years is greater than 2
  • American Century Equity Income B Fund (AEKBX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.19, lower than category average of 11.7

American Century Equity Income B Fund (AEKBX) Weakness What we are cautious about American Century Equity Income B (AEKBX) Fund

Data for American Century Equity Income B Fund (AEKBX) as of Sep 29, 2015

  • American Century Equity Income B Fund (AEKBX) has a less-than-ideal short-term performance (1-year return -2.61% vs -2.36% Large Value category median performance)
  • American Century Equity Income B Fund (AEKBX) has a less-than-ideal mid-term performance (3-year return 7.14% vs 7.81% Large Value category median performance)
  • American Century Equity Income B Fund (AEKBX) has a less-than-ideal Long-term performance (5-year return 8.39% vs 9.15% Large Value category median performance)
  • American Century Equity Income B Fund (AEKBX) has a Morningstar rating of 3 and below
  • American Century Equity Income B Fund (AEKBX) has an annual stock turnover rate of 56.00% that is higher than the Large Value average of 44.24%. This could mean American Century Equity Income B is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Equity Income B Fund (AEKBX) has a higher expense ratio of 1.93% than its Large Value average of 1.10%
  • American Century Equity Income B Fund (AEKBX) carries a 5% load
  • Asset base in American Century Equity Income B Fund (AEKBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Century Equity Income B Fund (AEKBX) performance details as of Sep 29, 2015

 

What do you think?

 

Compare American Century Equity Income B Fund (AEKBX)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 B-6.22-2.617.148.39
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 B Fund (AEKBX)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 B Fund (AEKBX) Net Asset TrackingAmerican Century Equity Income B (AEKBX) Fund Net Asset

Track net asset change of American Century Equity Income B fund (AEKBX)

DateNet Asset
05/2016$8.48B
03/2016$8.48B
02/2016$8.48B
More historic net asset information on American Century Equity Income B Fund (AEKBX)

  

Graph of American Century Equity Income B Fund (AEKBX) Portfolio TrackingAmerican Century Equity Income B (AEKBX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Equity Income B fund (AEKBX)

DateCashStockBondOther
06/20150.49%75.63%1.78%2.87%
03/20151.43%74.93%1.75%2%
Click here to see more historic asset allocation information on American Century Equity Income B Fund (AEKBX)

 

graph of American Century Equity Income B Fund (AEKBX) Top 10 Position TrackingTop 10 Holdings in American Century Equity Income B (AEKBX) Fund

Discover what American Century Equity Income B Fund (AEKBX) manager is buying

Jun 29, 2015
Exxon Mobil Corporation Common [4.67%]
Bk Amer Pfd [4.6%]
Wells Fargo & Co, San Francisco Ca Pfd [4.41%]
United Parcel Service, Inc. Com [3.35%]
Pepsico, Inc. Common Stock [3.33%]
Wal-Mart Stores, Inc. Common St [3.33%]
Merck & Company, Inc. Common St [3.2%]
Johnson & Johnson Common Stock [3.16%]
PNC Financial Services Group, I [2.79%]
Procter & Gamble Company (The) [2.48%]

Mar 30, 2015
Wells Fargo & Co, San Francisco Ca Pfd [4.63%]
Bk Amer Pfd [4.51%]
Exxon Mobil Corporation Common [3.56%]
Intel Cv 2.95% [3.43%]
Wal-Mart Stores, Inc. Common St [3.38%]
Pepsico, Inc. Common Stock [3.24%]
United Parcel Service, Inc. Com [3.09%]
Johnson & Johnson Common Stock [2.82%]
PNC Financial Services Group, I [2.67%]
Occidental Petroleum Corporatio [2.62%]
Click here for Stock Holding Change Map in American Century Equity Income B Fund (AEKBX)

  

Latest News on American Century Equity Income B (AEKBX) Fund

See what is happening with American Century Equity Income B Fund (AEKBX)

    No recent news

 

American Century Equity Income B Fund (AEKBX) Related ResourcesSee more information on American Century Equity Income B (AEKBX) Fund

Popular pages on American Century Equity Income B (AEKBX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update