35.65 Up +0.13 +0.37%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 35.52
Category Large Growth
Net Assets 2.32 Bil
Yield 0.50%
Morningstar Risk Below Average
Morningstar Return Average
  • Last NAV update 8/29/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term capital growth. The fund invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the fund's portfolio will primarily consist of securities of companies demonstrating business improvement. Although the portfolio managers intend to invest the fund's assets primarily in U.S. securities, the fund may invest in securities of foreign companies.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 17.87% -0.70% 14.14% 29.62% 8.00%
Value ($) 11,786.95 11,704.25 13,359.74 17,317.50 18,702.48
  • Year to date performance as of 8/29/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family American Century Investments
Fund Manager Gregory Woodhams
Tenure (Years) 17
Fund Status Open
Minimum Initial Purchase 5.00 Mil
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.77%
PERFORMANCE
Symbol Value ($)
1 Month 2.00%
3 Months 3.60%
1 Year 23.52%
3 Years* 17.95%
5 Years* 15.81%
  • * Annualized returns
  • Performance as of 8/29/2014 12:00 AM ET
PEER COMPARISON
  TWGIX Large Growth
5-Yr Return 15.81% 15.90%
Sharpe Ratio NA 1.61
Net Assets 2.32 Bil 743.58 Mil
Avg Market Cap 48.91 Bil 69.92 Bil
Avg P/E 19.81 22.27
Portfolio Turnover 67 71
HOLDINGS
Symbol Value ($)
Stocks 99.48%
Cash 0.52%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 8:27 PM ET
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