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15 important things you should know about American Century Investments ACLCX mutual fund

Updated: September 19, 2020
N/A
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for ACLCX “stock” price, you can quickly find it out by visiting Finny and typing "ACLCX quote". If you’re looking for a quick scoop on ACLCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ACLCX". You’ll get all this info in one place.

Are you looking to buy or sell ACLCX? Or perhaps you’re looking for ACLCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ACLCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ACLCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ACLCX buy or sell; the pros and cons of investing in ACLCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ACLCX.

And here is the list of questions we’ll answer:

  1. Describe American Century Capital Portfolios, Inc: Value Fund; Class C Shares (ACLCX).
  2. What are ACLCX holdings?
  3. What is ACLCX performance? What are ACLCX historical returns?
  4. How many up and down years did ACLCX have historically?
  5. What is ACLCX dividend yield?
  6. What is ACLCX minimum initial investment amount?
  7. What is ACLCX expense ratio?
  8. Does ACLCX have any sales loads or 12b-1 distribution expenses?
  9. What is ACLCX tax efficiency (tax-cost ratio)?
  10. What is ACLCX beta? How would you assess ACLCX risk?
  11. What is ACLCX Sharpe ratio?
  12. What is ACLCX Finny Score? ACLCX buy or sell?
  13. What are the pros of investing in ACLCX? What are ACLCX buy reasons?
  14. What are the cons of investing in ACLCX? What are ACLCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century Capital Portfolios, Inc: Value Fund; Class C Shares (ACLCX).

The Fund seeks long-term capital growth by investing primarily in common stocks that are considered by management to be undervalued and have better than average prospects for appreciation. Income is a secondary objective.

2. What are ACLCX top holdings?

ACLCX has 91 stock holdings and 0 bond holdings.

The top 10 holdings represent 27.87% of total assets. Here are the top holdings:

Name Symbol % Assets
Pfizer Inc PFE 3.86%
Johnson & Johnson JNJ 3.31%
JPMorgan Chase & Co JPM 3.22%
U.S. Bancorp USB 2.80%
AT&T Inc T 2.65%
Verizon Communications Inc VZ 2.64%
Intel Corp INTC 2.40%
General Electric Co GE 2.38%
Bank of America Corp BAC 2.37%
Chevron Corp CVX 2.24%

3. What is ACLCX performance? What are ACLCX historical returns?

ACLCX has generated the following returns:

  • 1-month return is 2.75%;
  • 3-month return is 0.56%;
  • 1-year return is -1.52%;
  • 3-year return is 1.51%;
  • 5-year return is 5.45%;
  • 10-year return is 7.99%;
  • 15-year return is 5.10%.

4. How many up and down years did ACLCX have historically?

In the last 10 years, ACLCX had 7 up years and 3 down years. See Performances

5. What is ACLCX dividend yield?

ACLCX yield is 0.74%.

6. What is ACLCX minimum initial investment amount?

ACLCX minimum initial investment amount is N/A.

7. What is ACLCX expense ratio?

ACLCX expense ratio is 1.98%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does ACLCX have any sales loads or 12b-1 distribution expenses?

ACLCX 12b-1 distribution fee is 1. ACLCX front-end sales load is 0. ACLCX back-end sales load is 1.

9. What is ACLCX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.28%;
  • 3-year ax cost ratio is 2.14%.

See Taxes

10. What is ACLCX beta? How would you assess ACLCX risk?

  • 3-year beta is 1.12;
  • 5-year beta is 1.08;
  • 10-year beta is 1.02.

See Risks

11. What is ACLCX Sharpe ratio?

  • 3-year Sharpe ratio is -0.04;
  • 5-year Sharpe ratio is 0.15;
  • 10-year Sharpe ratio is 0.56.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 7 reasons to sell it, resulting in the Finny Score of 0.

13. What are the pros of investing in ACLCX? What are ACLCX buy reasons?

We don't see any strong reasons to buy ACLCX.

14. What are the cons of investing in ACLCX? What are ACLCX negatives?

The following are ACLCX weaknesses from our perspective:

  • <strong>ACLCX net assets</strong> are $17.20 million. This fund is not a popular choice with retail investors.
  • <strong>ACLCX 3-year return</strong> is 1.51%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 4.23%.
  • <strong>ACLCX 5-year return</strong> is 5.45%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 8.09%.
  • <strong>ACLCX 10-year return</strong> is 7.99%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.44%.
  • <strong>ACLCX 15-year return</strong> is 5.1%, which is lower than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.59%.
  • <strong>ACLCX expense ratio</strong> is 1.98%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the ACLCX review, we covered ACLCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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