27.11 Up +0.16 +0.59%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 26.95
Category Mid-Cap Growth
Net Assets 4.56 Bil
Yield 0.00%
Morningstar Risk Above Average
Morningstar Return Above Average
  • Last NAV update 9/2/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term capital growth. The fund normally invests in stocks of medium-sized and smaller companies that the adviser believes will increase in value over time, using an investment strategy developed by American Century Investments. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that, over the long term, stock price movements follow growth in earnings and revenues.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 31.37% -6.53% 16.04% 31.02% 6.40%
Value ($) 13,137.13 12,279.27 14,248.55 18,667.83 19,862.04
  • Year to date performance as of 9/2/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family American Century Investments
Fund Manager David Hollond
Tenure (Years) 7
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 2,500.00
Front Load 0.00
Expense Ratio 1.00%
PERFORMANCE
Symbol Value ($)
1 Month 3.18%
3 Months 4.78%
1 Year 16.74%
3 Years* 16.25%
5 Years* 16.76%
  • * Annualized returns
  • Performance as of 9/2/2014 12:00 AM ET
PEER COMPARISON
  TWHIX Mid-Cap Growth
5-Yr Return 16.76% 16.70%
Sharpe Ratio 1.03 1.10
Net Assets 4.56 Bil 427.77 Mil
Avg Market Cap 10.63 Bil 8.76 Bil
Avg P/E 24.97 24.64
Portfolio Turnover 70 76
HOLDINGS
Symbol Value ($)
Stocks 100.10%
Cash 0.00%
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.

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