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

Updated: June 27, 2020
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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 92 stock holdings and 0 bond holdings.

The top 10 holdings represent 20.67% of total assets. Here are the top holdings:

Name Symbol % Assets
Zimmer Biomet Holdings Inc ZBH 3.37%
Northern Trust Corp NTRS 3.00%
Emerson Electric Co EMR 2.02%
Edison International EIX 1.90%
Chubb Ltd CB 1.89%
Truist Financial Corp TFC 1.79%
nVent Electric PLC NVT.L 1.78%
Hubbell Inc HUBB 1.68%
Xcel Energy Inc XEL 1.63%
Johnson Controls International PLC JCI 1.61%

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

ACMVX has generated the following returns:

  • 1-month return is -0.67%;
  • 3-month return is -21.65%;
  • 1-year return is -13.35%;
  • 3-year return is -1.59%;
  • 5-year return is 3.27%;
  • 10-year return is 8.68%;
  • 15-year return is 8.08%.

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.

5. What is ACMVX dividend yield?

ACMVX yield is 1.46%.

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.

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 0.58%;
  • 3-year ax cost ratio is 2.13%.

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

  • 3-year beta is 1.13;
  • 5-year beta is 1.07;
  • 10-year beta is 0.99.

11. What is ACMVX Sharpe ratio?

  • 3-year Sharpe ratio is -0.25;
  • 5-year Sharpe ratio is 0.10;
  • 10-year Sharpe ratio is 0.58.

Analysis

12. What is ACMVX Finny Score? ACMVX buy or sell?

ACMVX Finny Score is 71. Our quantitative analysis shows 5 reasons to buy ACMVX and 2 reasons to sell it, resulting in the Finny Score of 71.

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 -1.59%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Value TR USD), -2.02%.
  • ACMVX 5-year return is 3.27%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Value TR USD), 1.7%.
  • ACMVX 10-year return is 8.68%, which is in line with the 10-year return of the benchmark index (Russell Mid Cap Value TR USD), 8.96%.
  • ACMVX 15-year return is 8.08%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Value TR USD), 6.97%.
  • 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?
  • ACMVX 3-year Beta is 1.13, which is higher than the index (S&P 500 TR USD) 3-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 3 years.
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.
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