Mutual Fund Insights: American Century Equity Income A Fund (TWEAX)

In-depth Analysis of American Century Equity Income A Fund (TWEAX)

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See American Century Equity Income A Fund (TWEAX) performance details as of January 31, 2010

  

Last Trade: $6.76 on 3/17/2010, Change: +0.03 (0.45%)

Experiment our closing price forecasting tool for American Century Equity Income A Fund (TWEAX) (alpha release)

  

Fund Manager - Phillip N. Davidson

Fund Manager Tenure: 15.6 years   [Similar Funds: TWEIX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

Davidson is senior vice president and senior portfolio manager with American Century Investments, his employer since September 1993. Previously, he spent 11 years as a vice president, portfolio manager, and analyst with Boatmen's Trust Company and two years as an analyst with Mercantile Trust Company.  Get more insights on Phillip N. Davidson

  

 What we like about American Century Equity Income A Fund (TWEAX)

Data for American Century Equity Income A Fund (TWEAX) as of January 31, 2010

• American Century Equity Income A Fund (TWEAX) management has been with American Century Equity Income A Fund for 15.6 years
• American Century Equity Income A Fund (TWEAX) has good mid-term performance (3-year return -4.26% vs -8.60% Large Value category average)
• American Century Equity Income A Fund (TWEAX) has good Long-term performance (5-year return 1.79% vs -0.19% Large Value category average)
• American Century Equity Income A Fund (TWEAX) has a Morningstar rating of 4 and above
• American Century Equity Income A Fund (TWEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.64, lower than category average of 20.74
• American Century Equity Income A Fund (TWEAX) has a lower management fee than its Large Value average: 1.24% vs 1.28%

  

 What we are cautious about American Century Equity Income A Fund (TWEAX)

Data for American Century Equity Income A Fund (TWEAX) as of January 31, 2010

• American Century Equity Income A Fund is a focused fund with 34.95% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• American Century Equity Income A Fund (TWEAX) has a less-than-ideal short-term performance (1-year return 16.63% vs 32.89% Large Value category average)
• American Century Equity Income A Fund (TWEAX) ratio of up-years vs down years can be improved
• American Century Equity Income A Fund (TWEAX) is less safe compared to its Large Value peers
• American Century Equity Income A Fund (TWEAX) carries a 5.75% load

See American Century Equity Income A Fund (TWEAX) performance details as of January 31, 2010

  

  

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American Century Equity Income A Fund (TWEAX) Net Asset

Track net asset change of American Century Equity Income A fund (TWEAX)

Date	Net Asset
01/2010	$1.26B
11/2009	$1.22B
10/2009	$1.17B

More historic net asset information on American Century Equity Income A Fund (TWEAX)

  

American Century Equity Income A Fund (TWEAX) Portfolio Allocation

Track portfolio allocation change of American Century Equity Income A fund (TWEAX)

Date	Cash	Stock	Bond	Other
09/2009	0.69%	72.97%	6.2%	20.14%
06/2009	0.83%	70.28%	6.05%	22.84%
03/2009	0.98%	74.53%	10.78%	13.71%

Click here to see more historic asset allocation information on American Century Equity Income A Fund (TWEAX)

  

Most Recent Top 10 Holdings in American Century Equity Income A Fund (TWEAX)

Discover what American Century Equity Income A Fund (TWEAX) manager is buying

30-Sep-09 EXXON MOBIL CP [5.49%] WYETH [4.98%] AT&T INC. [3.87%] KIMBERLY CLARK CP [3.81%] MARSH MCLENNAN CO [3.65%] Bk Amer Pfd [3.55%] TOTAL SA [3.24%] CHEVRON CORP [3.13%] WAL MART STORES [2.95%] JOHNSON AND JOHNS DC [2.91%]

30-Jun-09 EXXON MOBIL CP [4.97%] KIMBERLY CLARK CP [4.44%] AT&T INC. [4.39%] WYETH [4.27%] MARSH MCLENNAN CO [3.35%] Intel Cv 2.95% [3.16%] TOTAL SA [3.06%] Bk Amer Pfd [2.94%] Us Bancorp Del Cv FRN [2.6%] Watson Pharmaceuticals Cv 1.75% [2.56%]

31-Mar-09 Exxon Mobil Corp. [6.59%] Chevron Corporation [4.73%] AT&T Inc [4.72%] Kimberly-Clark Corp. [4.2%] Intel Cv 2.95% [3.85%] SPDRs [3.69%] Wyeth [3.41%] Marsh & McLennan Companies Inc. [3.38%] Total SA [2.99%] Watson Pharmaceuticals Cv 1.75% [2.79%]

Click here for Stock Holding Change Map in American Century Equity Income A Fund (TWEAX)

  

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See more information on American Century Equity Income A Fund (TWEAX)

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