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American Century Large Company Val C (ALPCX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Large Company Val C (ALPCX) Fund

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

 

Graph of American Century Large Company Val C Fund (ALPCX) ManagerFund Manager - Brian Woglom

Fund Manager Information

Fund Manager Tenure: 3.9 years
Similar Funds: ALPAX 
Fund Family: American Century Investments
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of American Century Large Company Val C Fund (ALPCX) ProfileAmerican Century Large Company Val C Fund (ALPCX) Profile

Fund Profile and Description

American Century Large Company Val C Fund seeks capital growth; income is a secondary consideration. American Century Large Company Val C Fund invests at least 80% of assets in equity securities comprising the Russell 1000 index. Equity securities include common stock, preferred stock, and equity-equivalent securities, such as convertible securities, stock futures contracts or stock index futures contracts. It invests in stocks of companies that the Advisor believes are undervalued at the time of purchase.

 

American Century Large Company Val C (ALPCX) Fund Strength What we like about American Century Large Company Val C (ALPCX) Fund

Data for American Century Large Company Val C Fund (ALPCX) as of May 30, 2016

  • American Century Large Company Val C Fund (ALPCX) management has been with American Century Large Company Val C Fund for 3.9 years
  • American Century Large Company Val C Fund (ALPCX) has good Long-term performance (5-year return 9.51% vs 9.15% Large Value category median performance)
  • American Century Large Company Val C Fund (ALPCX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century Large Company Val C Fund (ALPCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

American Century Large Company Val C Fund (ALPCX) Weakness What we are cautious about American Century Large Company Val C (ALPCX) Fund

Data for American Century Large Company Val C Fund (ALPCX) as of May 30, 2016

  • American Century Large Company Val C Fund (ALPCX) has a less-than-ideal short-term performance (1-year return -2.43% vs -2.36% Large Value category median performance)
  • American Century Large Company Val C Fund (ALPCX) has a less-than-ideal mid-term performance (3-year return 7.61% vs 7.81% Large Value category median performance)
  • American Century Large Company Val C Fund (ALPCX) has a Morningstar rating of 3 and below
  • American Century Large Company Val C Fund (ALPCX) 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 Large Company Val C is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Large Company Val C Fund (ALPCX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.12 that is higher than category average of 11.7
  • American Century Large Company Val C Fund (ALPCX) has a higher expense ratio of 1.84% than its Large Value average of 1.10%
  • American Century Large Company Val C Fund (ALPCX) carries a 1% load
See American Century Large Company Val C Fund (ALPCX) performance details as of May 30, 2016

 

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Compare American Century Large Company Val C Fund (ALPCX)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 Large Company Val C4.70-2.437.619.51
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 Large Company Val C Fund (ALPCX)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 Large Company Val C Fund (ALPCX) Net Asset TrackingAmerican Century Large Company Val C (ALPCX) Fund Net Asset

Track net asset change of American Century Large Company Val C fund (ALPCX)

DateNet Asset
05/2016$911.87M
03/2016$870.92M
02/2016$819.40M
More historic net asset information on American Century Large Company Val C Fund (ALPCX)

  

Graph of American Century Large Company Val C Fund (ALPCX) Portfolio TrackingAmerican Century Large Company Val C (ALPCX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Large Company Val C fund (ALPCX)

DateCashStockBondOther
03/20160.26%99.37%0%0.37%
12/20150.01%99.99%0%0%
09/20151.1%98.9%0%0%
Click here to see more historic asset allocation information on American Century Large Company Val C Fund (ALPCX)

 

graph of American Century Large Company Val C Fund (ALPCX) Top 10 Position TrackingTop 10 Holdings in American Century Large Company Val C (ALPCX) Fund

Discover what American Century Large Company Val C Fund (ALPCX) manager is buying

Mar 30, 2016
JP Morgan Chase & Co. Common St [3.22%]
Wells Fargo & Company Common St [3.15%]
Schlumberger N.V. Common Stock [2.89%]
Chevron Corporation Common Stoc [2.75%]
Cisco Systems, Inc. [2.71%]
Pfizer, Inc. Common Stock [2.65%]
Oracle Corporation Common Stock [2.55%]
Total SA ADR [2.51%]
United Technologies Corporation [2.23%]
U.S. Bancorp Common Stock [2.06%]

Dec 30, 2015
JP Morgan Chase & Co. Common St [3.75%]
Wells Fargo & Company Common St [3.6%]
Cisco Systems, Inc. [2.77%]
Chevron Corporation Common Stoc [2.63%]
Bank of America Corporation Com [2.49%]
Oracle Corporation Common Stock [2.4%]
Total SA ADR [2.33%]
Honeywell International Inc. Co [2.23%]
Pfizer, Inc. Common Stock [2.23%]
Medtronic plc. Ordinary Shares [2.19%]

Sep 29, 2015
JP Morgan Chase & Co. Common St [3.68%]
Wells Fargo & Company Common St [3.55%]
Pfizer, Inc. Common Stock [2.66%]
Cisco Systems, Inc. [2.64%]
Oracle Corporation Common Stock [2.52%]
Total SA ADR [2.42%]
Bank of America Corporation Com [2.4%]
Honeywell International Inc. Co [2.16%]
Ingersoll-Rand plc (Ireland) [2.12%]
Medtronic plc. Ordinary Shares [2.12%]
Click here for Stock Holding Change Map in American Century Large Company Val C Fund (ALPCX)

  

Latest News on American Century Large Company Val C (ALPCX) Fund

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