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

Updated: Last Tuesday
33
Bull Case
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio

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

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

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

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

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

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

Fact Sheet

1. Describe American Century Quantitative Equity Funds, Inc: Equity Growth Fund; Investor Class Shares (BEQGX).

The Fund seeks capital appreciation by investing in common stocks. The Fund's investment strategy utilizes quantitative management techniques. The goal is to create a fund that provides better returns than the S&P 500.

2. What are BEQGX top holdings?

BEQGX has 169 stock holdings and 0 bond holdings.

The top 10 holdings represent 26.09% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 4.46%
Microsoft Corp MSFT 4.22%
Amazon.com Inc AMZN 3.34%
Alphabet Inc A GOOGL 2.94%
Facebook Inc A FB 2.63%
Merck & Co Inc MRK 1.94%
E-mini S&P 500 Futures June20 ESM0 1.80%
Adobe Inc ADBE 1.75%
Bristol-Myers Squibb Company BMY 1.56%
Broadcom Inc AVGO 1.45%

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

BEQGX has generated the following returns:

  • 1-month return is 3.04%;
  • 3-month return is 5.21%;
  • 1-year return is 12.49%;
  • 3-year return is 9.91%;
  • 5-year return is 10.86%;
  • 10-year return is 12.24%;
  • 15-year return is 8.40%.

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

In the last 10 years, BEQGX had 8 up years and 2 down years.

BEQGX up and down years

5. What is BEQGX dividend yield?

BEQGX yield is 1.05%.

6. What is BEQGX minimum initial investment amount?

BEQGX minimum initial investment amount is $3.00K.

7. What is BEQGX expense ratio?

BEQGX expense ratio is 0.67%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

BEQGX expenses

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

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

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

  • 1-year ax cost ratio is 2.46%;
  • 3-year ax cost ratio is 2.84%.
BEQGX tax costs

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

  • 3-year beta is 0.99;
  • 5-year beta is 0.99;
  • 10-year beta is 1.01.
BEQGX Beta

11. What is BEQGX Sharpe ratio?

  • 3-year Sharpe ratio is 0.52;
  • 5-year Sharpe ratio is 0.55;
  • 10-year Sharpe ratio is 0.91.
BEQGX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 33. Our quantitative analysis shows 2 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 33.

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

The following are BEQGX strengths from our perspective:

  • <strong>BEQGX 10-year return</strong> is 12.24%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.44%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are BEQGX weaknesses from our perspective:

  • <strong>BEQGX 3-year return</strong> is 9.91%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 12.09%.
  • <strong>BEQGX 5-year return</strong> is 10.86%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.68%.
  • <strong>BEQGX 15-year return</strong> is 8.4%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 9.5%.
  • <strong>BEQGX expense ratio</strong> is 0.67%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the BEQGX review, we covered BEQGX 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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