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Outline of American Century Value Investor Fund (TWVLX)

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American Century Value Investor Fund ( TWVLX ) seeks long-term capital growth. Income is a secondary objective. TWVLX managers look for stocks of companies that they believe are undervalued at the time of purchase. Under normal market conditions, TWVLX managers intend to keep at least 65% of the fund's assets invested in U.S. equity securities. TWVLX distributes dividends quarterly.

This All Cap Value product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 9.1% and 5 year 14.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

TWVLX's performance, as of the last filing, when compared to funds in its category was in the top 2% over the past 1 year, and in the top 2% over the past 3 years and in the top 17% over the past 5 years.

The American Century Value Investor fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Emerging Market. Further, as of the last filing, General Electric Co, Procter & Gamble Co and JPMorgan Chase & Co were the top holdings for TWVLX.

This Zacks Rank #2 (Buy) was incepted in September 1993 and is managed by American Cent . TWVLX carries an expense ratio of 0.98% and requires a minimal initial investment of $2,500.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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