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American Century Income & Growth R (AICRX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Income & Growth R (AICRX) Fund

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

 

Graph of American Century Income & Growth R Fund (AICRX) ManagerFund Manager - Brian Garbe

Fund Manager Information

Fund Manager Tenure: 9.0 years
Fund Family: American Century Investments
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of American Century Income & Growth R Fund (AICRX) ProfileAmerican Century Income & Growth R Fund (AICRX) Profile

Fund Profile and Description

American Century Income & Growth R Fund seeks long-term capital growth; income is a secondary consideration. American Century Income & Growth R Fund invests primarily in large capitalization, publicly-traded U.S. companies. American Century Income & Growth R Fund considers large capitalization companies to be those with a market capitalization greater than $2 billion. The Advisor attempts to create a dividend yield that will be greater than the S&P 500 Index.

 

American Century Income & Growth R (AICRX) Fund Strength What we like about American Century Income & Growth R (AICRX) Fund

Data for American Century Income & Growth R Fund (AICRX) as of May 30, 2016

  • American Century Income & Growth R Fund (AICRX) management has been with American Century Income & Growth R Fund for 9.0 years
  • American Century Income & Growth R Fund (AICRX) has good mid-term performance (3-year return 8.08% vs 7.81% Large Value category median performance)
  • American Century Income & Growth R Fund (AICRX) has good Long-term performance (5-year return 9.88% vs 9.15% Large Value category median performance)
  • American Century Income & Growth R Fund (AICRX) ratio of up-years vs down years is greater than 2
  • American Century Income & Growth R Fund (AICRX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.51, lower than category average of 11.7

American Century Income & Growth R Fund (AICRX) Weakness What we are cautious about American Century Income & Growth R (AICRX) Fund

Data for American Century Income & Growth R Fund (AICRX) as of May 30, 2016

  • American Century Income & Growth R Fund (AICRX) has a less-than-ideal short-term performance (1-year return -2.94% vs -2.36% Large Value category median performance)
  • American Century Income & Growth R Fund (AICRX) has a Morningstar rating of 3 and below
  • American Century Income & Growth R Fund (AICRX) is less safe compared to its Large Value peers
  • American Century Income & Growth R Fund (AICRX) has an annual stock turnover rate of 79.00% that is higher than the Large Value average of 44.24%. This could mean American Century Income & Growth R is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Income & Growth R Fund (AICRX) has a higher expense ratio of 1.17% than its Large Value average of 1.10%
  • Even though American Century Income & Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Century Income & Growth R Fund (AICRX) performance details as of May 30, 2016

 

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Compare American Century Income & Growth R Fund (AICRX)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 Income & Growth R4.24-2.948.089.88
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 Income & Growth R Fund (AICRX)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 Income & Growth R Fund (AICRX) Net Asset TrackingAmerican Century Income & Growth R (AICRX) Fund Net Asset

Track net asset change of American Century Income & Growth R fund (AICRX)

DateNet Asset
05/2016$1.92B
03/2016$1.92B
02/2016$1.79B
More historic net asset information on American Century Income & Growth R Fund (AICRX)

  

Graph of American Century Income & Growth R Fund (AICRX) Portfolio TrackingAmerican Century Income & Growth R (AICRX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Income & Growth R fund (AICRX)

DateCashStockBondOther
03/20160.39%99.01%0%0.6%
12/20150.03%99.17%0%0.8%
09/20150.21%99.24%0%0.55%
Click here to see more historic asset allocation information on American Century Income & Growth R Fund (AICRX)

 

graph of American Century Income & Growth R Fund (AICRX) Top 10 Position TrackingTop 10 Holdings in American Century Income & Growth R (AICRX) Fund

Discover what American Century Income & Growth R Fund (AICRX) manager is buying

Mar 30, 2016
Apple Inc. [4.08%]
Microsoft Corporation [3.19%]
Johnson & Johnson Common Stock [2.45%]
AT&T Inc. [2.19%]
Procter & Gamble Company (The) [2.02%]
Verizon Communications Inc. Com [1.97%]
Philip Morris International Inc [1.78%]
Pfizer, Inc. Common Stock [1.71%]
Cisco Systems, Inc. [1.67%]
International Business Machines [1.65%]

Dec 30, 2015
Apple Inc. [4.21%]
Microsoft Corporation [3.26%]
Johnson & Johnson Common Stock [2.38%]
JP Morgan Chase & Co. Common St [2.1%]
Procter & Gamble Company (The) [1.99%]
AT&T Inc. [1.96%]
Verizon Communications Inc. Com [1.95%]
Pfizer, Inc. Common Stock [1.9%]
Merck & Company, Inc. Common St [1.8%]
Pepsico, Inc. Common Stock [1.76%]

Sep 29, 2015
Apple Inc. [4.57%]
Microsoft Corporation [2.95%]
Johnson & Johnson Common Stock [2.49%]
JP Morgan Chase & Co. Common St [2.07%]
AT&T Inc. [1.92%]
Pfizer, Inc. Common Stock [1.92%]
Verizon Communications Inc. Com [1.9%]
Intel Corporation [1.75%]
Merck & Company, Inc. Common St [1.75%]
Procter & Gamble Company (The) [1.73%]
Click here for Stock Holding Change Map in American Century Income & Growth R Fund (AICRX)

  

Latest News on American Century Income & Growth R (AICRX) Fund

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American Century Income & Growth R Fund (AICRX) Related ResourcesSee more information on American Century Income & Growth R (AICRX) Fund

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