American Century NT Small Company Instl (ACLOX)
10.01
0.11(1.11%) May 17
| Prev Close: | 9.90 |
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| YTD Return*: | 7.44% |
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| Net Assets*: | 224.91M |
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| Yield*: | 1.04% |
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* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| ALK | 0.81 | 21.61 |
| OCN | 0.77 | 15.81 |
| CVLT | 0.75 | 5.21 |
| POR | 0.73 | 8.99 |
| ALJ | 0.73 | 10.01 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 224.91M |
| Category: | Small Blend |
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| Annual Report Expense Ratio (net): | 0.68% |
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Performance & Risk
| YTD Return: | 7.44% |
| 5y Avg Return: | 4.65% |
| Rank in Category (ytd): | 47 |
| % Rank in Category (ytd): | 6.7% |
| Beta (3y): | 1.22 |
| Morningstar Risk Rating: | 2 |
Fund Summary
The investment seeks long-term capital growth.
Under normal market conditions, the fund will invest at least 80% of its assets in stocks of smaller-capitalization U.S. companies. The managers consider small companies to be those that, at the time of investment, have a market capitalization not greater than that of the largest company in the Russell 2000 Index. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) for the tobacco industry.
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