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American Century Small Company R (ASCRX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Small Company R (ASCRX) Fund

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Graph of American Century Small Company R Fund (ASCRX) ManagerFund Manager - Brian Garbe

Fund Manager Information

Fund Manager Tenure: 9.4 years
Similar Funds: ASCQX 
Fund Family: American Century Investments
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of American Century Small Company R Fund (ASCRX) ProfileAmerican Century Small Company R Fund (ASCRX) Profile

Fund Profile and Description

American Century Small Company R Fund seeks long-term capital growth. American Century Small Company R Fund invests at least 80% of assets in stocks of smaller-capitalization U.S. companies. The portfolio managers consider small companies to be those that, at the time of investment, have a market capitalization not greater than that of the largest company in the S&P SmallCap 600 Index.

 

American Century Small Company R (ASCRX) Fund Strength What we like about American Century Small Company R (ASCRX) Fund

Data for American Century Small Company R Fund (ASCRX) as of May 30, 2016

  • American Century Small Company R Fund (ASCRX) management has been with American Century Small Company R Fund for 9.4 years
  • American Century Small Company R Fund (ASCRX) has good Long-term performance (5-year return 7.98% vs 7.84% Small Blend category median performance)
  • American Century Small Company R Fund (ASCRX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century Small Company R Fund (ASCRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

American Century Small Company R Fund (ASCRX) Weakness What we are cautious about American Century Small Company R (ASCRX) Fund

Data for American Century Small Company R Fund (ASCRX) as of May 30, 2016

  • American Century Small Company R Fund (ASCRX) has a less-than-ideal short-term performance (1-year return -8.33% vs -5.18% Small Blend category median performance)
  • American Century Small Company R Fund (ASCRX) has a less-than-ideal mid-term performance (3-year return 6.21% vs 6.96% Small Blend category median performance)
  • American Century Small Company R Fund (ASCRX) has a Morningstar rating of 3 and below
  • American Century Small Company R Fund (ASCRX) is less safe compared to its Small Blend peers
  • American Century Small Company R Fund (ASCRX) has an annual stock turnover rate of 100.00% that is higher than the Small Blend average of 52.13%. This could mean American Century Small Company R is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Small Company R Fund (ASCRX) does not have a good risk adjusted return as its 3-year Alpha of -5.58 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.47
  • American Century Small Company R Fund (ASCRX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.18 that is higher than category average of 14.58
  • American Century Small Company R Fund (ASCRX) has a higher expense ratio of 1.37% than its Small Blend average of 1.22%
  • Even though American Century Small Company R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Century Small Company R Fund (ASCRX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Small Company R Fund (ASCRX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Small Company R0.75-8.336.217.98
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare American Century Small Company R Fund (ASCRX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of American Century Small Company R Fund (ASCRX) Net Asset TrackingAmerican Century Small Company R (ASCRX) Fund Net Asset

Track net asset change of American Century Small Company R fund (ASCRX)

DateNet Asset
05/2016$753.55M
03/2016$752.08M
02/2016$717.67M
More historic net asset information on American Century Small Company R Fund (ASCRX)

  

Graph of American Century Small Company R Fund (ASCRX) Portfolio TrackingAmerican Century Small Company R (ASCRX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Small Company R fund (ASCRX)

DateCashStockBondOther
03/20160.28%99.28%0%0.44%
12/20150.78%99.22%0%0%
09/20151.16%98.84%0%0%
Click here to see more historic asset allocation information on American Century Small Company R Fund (ASCRX)

 

graph of American Century Small Company R Fund (ASCRX) Top 10 Position TrackingTop 10 Holdings in American Century Small Company R (ASCRX) Fund

Discover what American Century Small Company R Fund (ASCRX) manager is buying

Mar 30, 2016
Berry Plastics Group, Inc. Comm [0.83%]
Microsemi Corporation [0.83%]
Sunstone Hotel Investors, Inc. [0.76%]
MarketAxess Holdings, Inc. [0.76%]
Prestige Brand Holdings, Inc. C [0.76%]
RLJ Lodging Trust Common Shares [0.75%]
American Eagle Outfitters, Inc. [0.73%]
Deluxe Corporation Common Stock [0.73%]
Molina Healthcare Inc Common St [0.72%]
Selective Insurance Group, Inc. [0.7%]

Dec 30, 2015
MarketAxess Holdings, Inc. [0.81%]
Berry Plastics Group, Inc. Comm [0.76%]
Prestige Brand Holdings, Inc. C [0.72%]
Integrated Device Technology, I [0.72%]
Microsemi Corporation [0.7%]
Convergys Corporation Common St [0.69%]
Integra LifeSciences Holdings C [0.68%]
Myriad Genetics, Inc. [0.68%]
Nexstar Broadcasting Group, Inc [0.68%]
Polycom, Inc. [0.68%]

Sep 29, 2015
Synaptics Incorporated [0.78%]
Cracker Barrel Old Country Stor [0.75%]
Microsemi Corporation [0.73%]
Bank of the Ozarks [0.73%]
Helen of Troy Limited [0.7%]
Mentor Graphics Corporation [0.7%]
Molina Healthcare Inc Common St [0.7%]
Home BancShares, Inc. [0.69%]
LogMein, Inc. [0.68%]
Click here for Stock Holding Change Map in American Century Small Company R Fund (ASCRX)

  

Latest News on American Century Small Company R (ASCRX) Fund

See what is happening with American Century Small Company R Fund (ASCRX)

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American Century Small Company R Fund (ASCRX) Related ResourcesSee more information on American Century Small Company R (ASCRX) Fund

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