Finny logo
Finny logo
Dibs:
Dibs:
0

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. Start a free trial. Go ad free!

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

Updated: Yesterday
83
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • High expense ratio

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

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

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

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

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

The Fund seeks long-term capital growth. Income is a secondary objective. Under normal market conditions, the Fund will invest at least 80% of its assets in medium size companies. In selection stocks for the Fund, the portfolio managers look for companies whose stock price may not reflect the company's value.

2. What are ACMVX top holdings?

ACMVX has 89 stock holdings and 0 bond holdings.

The top 10 holdings represent 21.95% of total assets. Here are the top holdings:

Name Symbol % Assets
Zimmer Biomet Holdings Inc ZBH 3.00%
Northern Trust Corp NTRS 2.92%
iShares Russell Mid-Cap Value ETF IWS 2.88%
Chubb Ltd CB 2.28%
Emerson Electric Co EMR 2.18%
Hubbell Inc HUBB 1.87%
Johnson Controls International PLC JCI 1.81%
Applied Materials Inc AMAT 1.70%
Republic Services Inc Class A RSG 1.66%
nVent Electric PLC NVT.L 1.65%

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

ACMVX has generated the following returns:

  • 1-month return is 7.17%;
  • 3-month return is 12.23%;
  • 1-year return is 2.28%;
  • 3-year return is 4.93%;
  • 5-year return is 8.09%;
  • 10-year return is 10.98%;
  • 15-year return is 9.06%.

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

In the last 10 years, ACMVX had 7 up years and 3 down years.

ACMVX up and down years

5. What is ACMVX dividend yield?

ACMVX yield is 1.65%.

6. What is ACMVX minimum initial investment amount?

ACMVX minimum initial investment amount is N/A.

7. What is ACMVX expense ratio?

ACMVX expense ratio is 0.98%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

ACMVX expenses

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

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

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

  • 1-year ax cost ratio is 0.65%;
  • 3-year ax cost ratio is 2.12%.
ACMVX tax costs

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

  • 3-year beta is 1.03;
  • 5-year beta is 1.03;
  • 10-year beta is 0.98.
ACMVX Beta

11. What is ACMVX Sharpe ratio?

  • 3-year Sharpe ratio is 0.05;
  • 5-year Sharpe ratio is 0.42;
  • 10-year Sharpe ratio is 0.71.
ACMVX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

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

The following are ACMVX strengths from our perspective:

  • ACMVX 3-year return is 4.93%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Value TR USD), 4.67%.
  • ACMVX 5-year return is 8.09%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Value TR USD), 7.9%.
  • ACMVX 10-year return is 10.98%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap Value TR USD), 10.56%.
  • ACMVX 15-year return is 9.06%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Value TR USD), 8%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ACMVX weaknesses from our perspective:

  • ACMVX expense ratio is 0.98%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ACMVX review, we covered ACMVX 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.
Follow Us