Mutual Fund Insights: American Century Mid Cap Value R Fund (AMVRX)

In-depth Analysis of American Century Mid Cap Value R Fund (AMVRX)

3 months 6 months 1 year 3 year 5 year

See American Century Mid Cap Value R Fund (AMVRX) performance details as of February 28, 2010

  

Last Trade: $11.36 on 3/19/2010, Change: -0.04 (-0.35%)

Experiment our closing price forecasting tool for American Century Mid Cap Value R Fund (AMVRX) (alpha release)

  

Fund Manager - Kevin N. Toney

Fund Manager Tenure: 1.5 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Toney co-manages the Value Yield, Value Equity and Mid Cap Value strategies. Before joining American Century Investments in 1999, Kevin N. Toney was an associate at Toronto Dominian Securities. Kevin N. Toney has worked in the investment industry since 1993.  Get more insights on Kevin N. Toney

  

 What we like about American Century Mid Cap Value R Fund (AMVRX)

Data for American Century Mid Cap Value R Fund (AMVRX) as of February 28, 2010

• American Century Mid Cap Value R Fund (AMVRX) has good Long-term performance (5-year return 4.73% vs 1.84 % Mid-Cap Value category average)
• American Century Mid Cap Value R Fund (AMVRX) has a Morningstar rating of 4 and above
• American Century Mid Cap Value R Fund (AMVRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.26, lower than category average of 24.37

  

 What we are cautious about American Century Mid Cap Value R Fund (AMVRX)

Data for American Century Mid Cap Value R Fund (AMVRX) as of February 28, 2010

• American Century Mid Cap Value R Fund (AMVRX) management has been with American Century Mid Cap Value R Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
• American Century Mid Cap Value R Fund (AMVRX) has a less-than-ideal short-term performance (1-year return 59.38% vs 68.94 % Mid-Cap Value category average)
• American Century Mid Cap Value R Fund (AMVRX) has a less-than-ideal mid-term performance (3-year return -2.32% vs -5.73 % Mid-Cap Value category average)
• American Century Mid Cap Value R Fund (AMVRX) ratio of up-years vs down years can be improved
• American Century Mid Cap Value R Fund (AMVRX) has an annual stock turnover rate of 173.00% that is higher than the Mid-Cap Value average of 102.04%. This could mean American Century Mid Cap Value R is more nimble, but also signal potential high tax impact and high trading fees
• American Century Mid Cap Value R Fund (AMVRX) has a higher management fee of 1.50% than its Mid-Cap Value average of 1.37%
• Even though American Century Mid Cap Value R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See American Century Mid Cap Value R Fund (AMVRX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

• Perkins Mid Cap Value L (JMIVX)    [ Compare with American Century Mid Cap Value R Fund (AMVRX) ]
• Nicholas Equity Income I (NSEIX)    [ Compare with American Century Mid Cap Value R Fund (AMVRX) ]
• RidgeWorth Mid-Cap Value Equity I (SMVTX)    [ Compare with American Century Mid Cap Value R Fund (AMVRX) ]
• See top fund managers for Mid-Cap Value Category Funds
• Browse other funds in Mid-Cap Value Category

  

American Century Mid Cap Value R Fund (AMVRX) Net Asset

Track net asset change of American Century Mid Cap Value R fund (AMVRX)

Date	Net Asset
02/2010	$554.69M
01/2010	$13.73M
11/2009	$10.85M

More historic net asset information on American Century Mid Cap Value R Fund (AMVRX)

  

American Century Mid Cap Value R Fund (AMVRX) Portfolio Allocation

Track portfolio allocation change of American Century Mid Cap Value R fund (AMVRX)

Date	Cash	Stock	Bond	Other
09/2009	1.94%	98.07%	0%	0%
06/2009	1.56%	98.44%	0%	0%
03/2009	1.14%	98.86%	0%	0%

Click here to see more historic asset allocation information on American Century Mid Cap Value R Fund (AMVRX)

  

Most Recent Top 10 Holdings in American Century Mid Cap Value R Fund (AMVRX)

Discover what American Century Mid Cap Value R Fund (AMVRX) manager is buying

30-Sep-09 MARSH MCLENNAN CO [3.48%] WISCONSIN ENERGY CP [2.56%] KIMBERLY CLARK CP [2.54%] AON CORP [2.48%] iShares Russell Midcap Value Index [2.28%] Northern Trust Corporation [2.1%] Commerce Bancshares, Inc. [2.03%] LOWES COMPANIES [2.03%] WASTE MGMT INC [1.99%]

30-Jun-09 KIMBERLY CLARK CP [3.39%] WISCONSIN ENERGY CP [3.35%] MARSH MCLENNAN CO [3.32%] AON CORP [2.67%] SOUTHWEST GAS CP [2.51%] IDACORP INC HLDG CO [2.26%] CAMPBELL SOUP CO [1.98%] Waste Management, Inc. [1.98%] EQT CORPORATION [1.86%]

31-Mar-09 Kimberly-Clark Corp. [3.44%] Marsh & McLennan Companies Inc. [3.26%] iShares Russell Midcap Value Index [2.83%] Wisconsin Energy Corp. [2.8%] Idacorp, Inc. [2.34%] Aon Corp. [2.31%] EQT Corp. [2.1%] ConAgra Foods, Inc. [2.04%] Waste Management, Inc. (DE) [2.01%] Beckman Coulter, Inc. [1.98%]

Click here for Stock Holding Change Map in American Century Mid Cap Value R Fund (AMVRX)

  

Related books and products to American Century Mid Cap Value R Fund (AMVRX)

  

Latest News on American Century Mid Cap Value R (AMVRX)

See what is happening with American Century Mid Cap Value R Fund (AMVRX)

Yahoo! Finance: RSS feed not found See more news on American Century Mid Cap Value R Fund (AMVRX)

 

Books and Resources

 

 

See more information on American Century Mid Cap Value R Fund (AMVRX)

• American Century Mid Cap Value R Fund Insights
• American Century Mid Cap Value R Fund Performance Data
• American Century Mid Cap Value R Fund News
• American Century Mid Cap Value R Fund Score Explaination
• American Century Mid Cap Value R Fund Manager Information
• Historic American Century Mid Cap Value R Fund Asset Allocation Report
• Historic American Century Mid Cap Value R Fund Top 10 Holding Tracking
• Historic American Century Mid Cap Value R Fund Asset Under Management Tracking