American Century Large Company Val Inv (ALVIX) a Zacks Rank #2 (Buy) invests primarily in larger companies. Under normal market conditions, the fund invests at least 80% of its assets in equity securities of companies comprising the Russell 1000 Index.
This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and High Yield Bond. Further, as of the last filing, WELLS FARGO & CO, PFIZER INC and SCHLUMBERGER LTD were the top holdings for ALVIX.
The American Century Large Company Val Inv fund, managed by American Cent, carries an expense ratio of 0.83%. Moreover, ALVIX requires a minimal initial investment of $2,500.
ALVIX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 28.41%, 3 year 9.48% and 5 year 13.25%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
ALVIX’s performance, as of the last filing, when compared to funds in its category was in the top 17% in 1 year, top 15% over the past 3 years, and in the 22% over the past 5 years.
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Zacks Investment Research
April 03, 2017 at 05:23PM
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