Mutual Fund Insights: American Century Fundamental Equity Inst Fund (AFEIX)

In-depth Analysis of American Century Fundamental Equity Inst Fund (AFEIX)

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See American Century Fundamental Equity Inst Fund (AFEIX) performance details as of January 31, 2010

  

Last Trade: $11.59 on 3/11/2010, Change: +0.05 (0.43%)

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Fund Manager - Gregory Woodhams

Fund Manager Tenure: 1.7 years   [Similar Funds: AFDIX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Woodhams is a vice president and senior portfolio manager with American Century Investments, his employer since 1997. Prior to joining the firm, he served as vice president and director of equity research at Texas Commerce Bank. Woodhams' experience also includes positions with Compass Bank and Republic Bank. Woodhams holds the Chartered Financial Analyst designation.  Get more insights on Gregory Woodhams

  

 What we like about American Century Fundamental Equity Inst Fund (AFEIX)

Data for American Century Fundamental Equity Inst Fund (AFEIX) as of January 31, 2010

• American Century Fundamental Equity Inst Fund (AFEIX) has good mid-term performance (3-year return -5.18% vs -7.17% Large Blend category average)
• American Century Fundamental Equity Inst Fund (AFEIX) has good Long-term performance (5-year return 3.55% vs 0.19% Large Blend category average)
• American Century Fundamental Equity Inst Fund (AFEIX) has a Morningstar rating of 4 and above
• American Century Fundamental Equity Inst Fund (AFEIX) has an annual stock turnover rate of 64.00% vs Large Blend average of 80.36%. It is good that American Century Fundamental Equity Inst management does not trade extensively for its return.
• American Century Fundamental Equity Inst Fund (AFEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.05, lower than category average of 20.52
• American Century Fundamental Equity Inst Fund (AFEIX) has a lower management fee than its Large Blend average: 0.82% vs 1.10%
• American Century Fundamental Equity Inst Fund (AFEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about American Century Fundamental Equity Inst Fund (AFEIX)

Data for American Century Fundamental Equity Inst Fund (AFEIX) as of January 31, 2010

• American Century Fundamental Equity Inst Fund (AFEIX) management has been with American Century Fundamental Equity Inst Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
• American Century Fundamental Equity Inst Fund (AFEIX) has a less-than-ideal short-term performance (1-year return 26.93% vs 34.15% Large Blend category average)
• American Century Fundamental Equity Inst Fund (AFEIX) ratio of up-years vs down years can be improved

See American Century Fundamental Equity Inst Fund (AFEIX) performance details as of January 31, 2010

  

  

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American Century Fundamental Equity Inst Fund (AFEIX) Net Asset

Track net asset change of American Century Fundamental Equity Inst fund (AFEIX)

Date	Net Asset
01/2010	$240.00K
11/2009	$270.00K
10/2009	$270.00K

More historic net asset information on American Century Fundamental Equity Inst Fund (AFEIX)

  

American Century Fundamental Equity Inst Fund (AFEIX) Portfolio Allocation

Track portfolio allocation change of American Century Fundamental Equity Inst fund (AFEIX)

Date	Cash	Stock	Bond	Other
09/2009	3.22%	96.78%	0%	0%
06/2009	3.22%	96.77%	0%	0%
03/2009	6.94%	93.06%	0%	0%

Click here to see more historic asset allocation information on American Century Fundamental Equity Inst Fund (AFEIX)

  

Most Recent Top 10 Holdings in American Century Fundamental Equity Inst Fund (AFEIX)

Discover what American Century Fundamental Equity Inst Fund (AFEIX) manager is buying

30-Sep-09 EXXON MOBIL CP [3.87%] JP MORGAN CHASE CO [2.99%] Cisco Systems, Inc. [2.83%] INTL BUSINESS MACH [2.73%] PFIZER INC [2.48%] PROCTER GAMBLE CO [2.32%] Amgen Inc. [2.26%] Apple Inc. [2.11%] ABBOTT LABORATORIES [1.97%] JOHNSON AND JOHNS DC [1.93%]

30-Jun-09 EXXON MOBIL CP [4.53%] PFIZER INC [2.61%] Cisco Systems, Inc. [2.61%] PROCTER GAMBLE CO [2.38%] Amgen Inc. [2.31%] ABBOTT LABORATORIES [2.24%] CHEVRON CORP [2.21%] INTL BUSINESS MACH [2.1%] JOHNSON AND JOHNS DC [2.09%] HONEYWELL INTL INC [1.84%]

31-Mar-09 Exxon Mobil Corp. [5.21%] Johnson & Johnson [3.12%] Abbott Laboratories [2.76%] Procter & Gamble Co. [2.61%] Pfizer Inc [2.6%] Cisco Systems, Inc. [2.57%] Chevron Corporation [2.46%] Amgen Inc. [2.37%] INTERNATIONAL BUSINESS MACHINES [2.14%] Heinz (H.J.) Co. [2.04%]

Click here for Stock Holding Change Map in American Century Fundamental Equity Inst Fund (AFEIX)

  

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See more information on American Century Fundamental Equity Inst Fund (AFEIX)

• American Century Fundamental Equity Inst Fund Insights
• American Century Fundamental Equity Inst Fund Performance Data
• American Century Fundamental Equity Inst Fund News
• American Century Fundamental Equity Inst Fund Score Explaination
• American Century Fundamental Equity Inst Fund Manager Information
• Historic American Century Fundamental Equity Inst Fund Asset Allocation Report
• Historic American Century Fundamental Equity Inst Fund Top 10 Holding Tracking
• Historic American Century Fundamental Equity Inst Fund Asset Under Management Tracking