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American Century Value Inv (TWVLX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Value Inv (TWVLX) Fund

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

 

Graph of American Century Value Inv Fund (TWVLX) ManagerFund Manager - Phillip Davidson

Fund Manager Information

Fund Manager Tenure: 24.2 years
Fund Family: American Century Investments
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (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 Davidson

 

Graph of American Century Value Inv Fund (TWVLX) ProfileAmerican Century Value Inv Fund (TWVLX) Profile

Fund Profile and Description

American Century Value Inv Fund seeks long-term capital appreciation; income is a secondary consideration. American Century Value Inv Fund invests in stocks of companies of all sizes that they believe are undervalued at the time of purchase. The managers attempt to purchase the stocks of these undervalued companies and hold each stock until the price has increased to, or is higher than, a level the managers believe more accurately reflects the fair value of the company.

 

American Century Value Inv (TWVLX) Fund Strength What we like about American Century Value Inv (TWVLX) Fund

Data for American Century Value Inv Fund (TWVLX) as of May 30, 2016

  • American Century Value Inv Fund (TWVLX) management has been with American Century Value Inv Fund for 24.2 years
  • American Century Value Inv Fund (TWVLX) has good short-term performance (1-year return 1.92% vs -2.36% Large Value category median performance)
  • American Century Value Inv Fund (TWVLX) has good mid-term performance (3-year return 9.29% vs 7.81% Large Value category median performance)
  • American Century Value Inv Fund (TWVLX) has good Long-term performance (5-year return 10.62% vs 9.15% Large Value category median performance)
  • American Century Value Inv Fund (TWVLX) ratio of up-years vs down years is greater than 2
  • American Century Value Inv Fund (TWVLX) has a Morningstar rating of 4 and above
  • Asset base in American Century Value Inv Fund (TWVLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Value Inv Fund (TWVLX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.96, lower than category average of 11.7
  • American Century Value Inv Fund (TWVLX) has a lower expense ratio than its Large Value average: 0.98% vs 1.10%
  • American Century Value Inv Fund (TWVLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Value Inv Fund (TWVLX) Weakness What we are cautious about American Century Value Inv (TWVLX) Fund

Data for American Century Value Inv Fund (TWVLX) as of May 30, 2016

  • American Century Value Inv Fund (TWVLX) has an annual stock turnover rate of 48.00% that is higher than the Large Value average of 44.24%. This could mean American Century Value Inv is more nimble, but also signal potential high tax impact and high trading fees
See American Century Value Inv Fund (TWVLX) performance details as of May 30, 2016

 

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Compare American Century Value Inv Fund (TWVLX)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 Value Inv7.891.929.2910.62
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 Value Inv Fund (TWVLX)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 Value Inv Fund (TWVLX) Net Asset TrackingAmerican Century Value Inv (TWVLX) Fund Net Asset

Track net asset change of American Century Value Inv fund (TWVLX)

DateNet Asset
05/2016$2.98B
03/2016$2.84B
02/2016$2.67B
More historic net asset information on American Century Value Inv Fund (TWVLX)

  

Graph of American Century Value Inv Fund (TWVLX) Portfolio TrackingAmerican Century Value Inv (TWVLX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Value Inv fund (TWVLX)

DateCashStockBondOther
03/20161.97%98.03%0%0%
12/20152.17%97.83%0%0%
09/20151.62%98.38%0%0%
Click here to see more historic asset allocation information on American Century Value Inv Fund (TWVLX)

 

graph of American Century Value Inv Fund (TWVLX) Top 10 Position TrackingTop 10 Holdings in American Century Value Inv (TWVLX) Fund

Discover what American Century Value Inv Fund (TWVLX) manager is buying

Mar 30, 2016
General Electric Company Common [3.59%]
Exxon Mobil Corporation Common [3.18%]
Pfizer, Inc. Common Stock [2.74%]
Procter & Gamble Company (The) [2.66%]
Chevron Corporation Common Stoc [2.61%]
JP Morgan Chase & Co. Common St [2.6%]
Johnson & Johnson Common Stock [2.39%]
Wells Fargo & Company Common St [2.21%]
Merck & Company, Inc. Common St [2.13%]
Cisco Systems, Inc. [1.98%]

Dec 30, 2015
Exxon Mobil Corporation Common [3.38%]
General Electric Company Common [3.34%]
JP Morgan Chase & Co. Common St [2.8%]
Pfizer, Inc. Common Stock [2.76%]
Procter & Gamble Company (The) [2.66%]
Johnson & Johnson Common Stock [2.55%]
Chevron Corporation Common Stoc [2.52%]
Wells Fargo & Company Common St [2.46%]
AT&T Inc. [2.02%]
Merck & Company, Inc. Common St [2%]

Sep 29, 2015
Exxon Mobil Corporation Common [3.96%]
General Electric Company Common [3.42%]
Pfizer, Inc. Common Stock [3.22%]
Procter & Gamble Company (The) [2.96%]
JP Morgan Chase & Co. Common St [2.8%]
Wells Fargo & Company Common St [2.54%]
Johnson & Johnson Common Stock [2.54%]
Chevron Corporation Common Stoc [2.52%]
Cisco Systems, Inc. [2.03%]
AT&T Inc. [1.95%]
Click here for Stock Holding Change Map in American Century Value Inv Fund (TWVLX)

  

Latest News on American Century Value Inv (TWVLX) Fund

See what is happening with American Century Value Inv Fund (TWVLX)

 

American Century Value Inv Fund (TWVLX) Related ResourcesSee more information on American Century Value Inv (TWVLX) Fund

Popular pages on American Century Value Inv (TWVLX) Fund

  

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