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American Century Equity Growth R (AEYRX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Equity Growth R (AEYRX) Fund

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

 

Graph of American Century Equity Growth R Fund (AEYRX) ManagerFund Manager - Claudia Musat

Fund Manager Information

Fund Manager Tenure: 14.0 years
Similar Funds: AEYCX 
Fund Family: American Century Investments
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of American Century Equity Growth R Fund (AEYRX) ProfileAmerican Century Equity Growth R Fund (AEYRX) Profile

Fund Profile and Description

American Century Equity Growth R Fund seeks long-term capital growth. American Century Equity Growth R Fund invests at least 80% of the fund's assets in equity securities. It invests primarily in large capitalization, publicly-traded U.S. companies. American Century Equity Growth R Fund considers large capitalization companies to be those with a market capitalization greater than $2 billion.

 

American Century Equity Growth R (AEYRX) Fund Strength What we like about American Century Equity Growth R (AEYRX) Fund

Data for American Century Equity Growth R Fund (AEYRX) as of May 30, 2016

  • American Century Equity Growth R Fund (AEYRX) management has been with American Century Equity Growth R Fund for 14.0 years
  • American Century Equity Growth R Fund (AEYRX) ratio of up-years vs down years is greater than 2
  • American Century Equity Growth R Fund (AEYRX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.66, lower than category average of 11.67

American Century Equity Growth R Fund (AEYRX) Weakness What we are cautious about American Century Equity Growth R (AEYRX) Fund

Data for American Century Equity Growth R Fund (AEYRX) as of May 30, 2016

  • American Century Equity Growth R Fund (AEYRX) has a less-than-ideal short-term performance (1-year return -4.73% vs -1.15% Large Blend category median performance)
  • American Century Equity Growth R Fund (AEYRX) has a less-than-ideal mid-term performance (3-year return 8.00% vs 9.43% Large Blend category median performance)
  • American Century Equity Growth R Fund (AEYRX) has a less-than-ideal Long-term performance (5-year return 9.96% vs 10.15% Large Blend category median performance)
  • American Century Equity Growth R Fund (AEYRX) has a Morningstar rating of 3 and below
  • American Century Equity Growth R Fund (AEYRX) is less safe compared to its Large Blend peers
  • American Century Equity Growth R Fund (AEYRX) has an annual stock turnover rate of 86.00% that is higher than the Large Blend average of 53.12%. This could mean American Century Equity Growth R is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Equity Growth R Fund (AEYRX) has a higher expense ratio of 1.17% than its Large Blend average of 1.02%
  • Even though American Century Equity Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Century Equity Growth R Fund (AEYRX) performance details as of May 30, 2016

 

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Compare American Century Equity Growth R Fund (AEYRX)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 Equity Growth R2.04-4.738.009.96
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 Equity Growth R Fund (AEYRX)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 Equity Growth R Fund (AEYRX) Net Asset TrackingAmerican Century Equity Growth R (AEYRX) Fund Net Asset

Track net asset change of American Century Equity Growth R fund (AEYRX)

DateNet Asset
05/2016$3.18B
03/2016$3.26B
02/2016$3.08B
More historic net asset information on American Century Equity Growth R Fund (AEYRX)

  

Graph of American Century Equity Growth R Fund (AEYRX) Portfolio TrackingAmerican Century Equity Growth R (AEYRX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Equity Growth R fund (AEYRX)

DateCashStockBondOther
03/20160.2%99.49%0%0.31%
12/20150.01%99.7%0%0.29%
09/20150.2%99.26%0%0.54%
Click here to see more historic asset allocation information on American Century Equity Growth R Fund (AEYRX)

 

graph of American Century Equity Growth R Fund (AEYRX) Top 10 Position TrackingTop 10 Holdings in American Century Equity Growth R (AEYRX) Fund

Discover what American Century Equity Growth R Fund (AEYRX) manager is buying

Mar 30, 2016
Apple Inc. [3.35%]
Alphabet Inc. [3.32%]
Microsoft Corporation [3.12%]
Amazon.com, Inc. [2.01%]
Exxon Mobil Corporation Common [1.92%]
Cisco Systems, Inc. [1.79%]
International Business Machines [1.66%]
Merck & Company, Inc. Common St [1.64%]
Intel Corporation [1.62%]
Pepsico, Inc. Common Stock [1.56%]

Dec 30, 2015
Apple Inc. [4.01%]
Alphabet Inc. [3.29%]
Microsoft Corporation [3.04%]
JP Morgan Chase & Co. Common St [2%]
Pfizer, Inc. Common Stock [2%]
Amazon.com, Inc. [1.77%]
Citigroup, Inc. Common Stock [1.69%]
Cisco Systems, Inc. [1.66%]
Gilead Sciences, Inc. [1.65%]
Merck & Company, Inc. Common St [1.59%]

Sep 29, 2015
Apple Inc. [3.8%]
Microsoft Corporation [2.57%]
Pfizer, Inc. Common Stock [2%]
JP Morgan Chase & Co. Common St [1.9%]
Intel Corporation [1.72%]
Procter & Gamble Company (The) [1.7%]
Alphabet Inc. [1.68%]
Pepsico, Inc. Common Stock [1.67%]
Citigroup, Inc. Common Stock [1.66%]
Cisco Systems, Inc. [1.65%]
Click here for Stock Holding Change Map in American Century Equity Growth R Fund (AEYRX)

  

Latest News on American Century Equity Growth R (AEYRX) Fund

See what is happening with American Century Equity Growth R Fund (AEYRX)

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American Century Equity Growth R Fund (AEYRX) Related ResourcesSee more information on American Century Equity Growth R (AEYRX) Fund

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