Mutual Fund Insights: American Century Equity Income Instl Fund (ACIIX)

In-depth Analysis of American Century Equity Income Instl Fund (ACIIX)

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See American Century Equity Income Instl Fund (ACIIX) performance details as of February 28, 2010

  

Last Trade: $6.76 on 3/19/2010, Change: -0.02 (-0.29%)

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

  

Fund Manager - Kevin N. Toney

Fund Manager Tenure: 6.6 years
Fundmojo Fund Grade: B (Score: 0.64)     (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 Equity Income Instl Fund (ACIIX)

Data for American Century Equity Income Instl Fund (ACIIX) as of February 28, 2010

• American Century Equity Income Instl Fund (ACIIX) management has been with American Century Equity Income Instl Fund for 6.6 years
• American Century Equity Income Instl Fund (ACIIX) has good Long-term performance (5-year return 2.15% vs -0.22 % Large Value category average)
• American Century Equity Income Instl Fund (ACIIX) ratio of up-years vs down years is greater than 2
• American Century Equity Income Instl Fund (ACIIX) has a Morningstar rating of 4 and above
• American Century Equity Income Instl Fund (ACIIX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.68, lower than category average of 20.8
• American Century Equity Income Instl Fund (ACIIX) has a lower management fee than its Large Value average: 0.78% vs 1.29%
• American Century Equity Income Instl Fund (ACIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about American Century Equity Income Instl Fund (ACIIX)

Data for American Century Equity Income Instl Fund (ACIIX) as of February 28, 2010

• American Century Equity Income Instl 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 Instl Fund (ACIIX) has a less-than-ideal short-term performance (1-year return 29.64% vs 54.22 % Large Value category average)
• American Century Equity Income Instl Fund (ACIIX) has a less-than-ideal mid-term performance (3-year return -2.98% vs -7.29 % Large Value category average)
• American Century Equity Income Instl Fund (ACIIX) has an annual stock turnover rate of 296.00% that is higher than the Large Value average of 69.56%. This could mean American Century Equity Income Instl is more nimble, but also signal potential high tax impact and high trading fees

See American Century Equity Income Instl Fund (ACIIX) performance details as of February 28, 2010

  

  

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American Century Equity Income Instl Fund (ACIIX) Net Asset

Track net asset change of American Century Equity Income Instl fund (ACIIX)

Date	Net Asset
02/2010	$5.78B
01/2010	$710.10M
11/2009	$685.05M

More historic net asset information on American Century Equity Income Instl Fund (ACIIX)

  

American Century Equity Income Instl Fund (ACIIX) Portfolio Allocation

Track portfolio allocation change of American Century Equity Income Instl fund (ACIIX)

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 Instl Fund (ACIIX)

  

Most Recent Top 10 Holdings in American Century Equity Income Instl Fund (ACIIX)

Discover what American Century Equity Income Instl Fund (ACIIX) 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 Instl Fund (ACIIX)

  

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See more information on American Century Equity Income Instl Fund (ACIIX)

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