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

Updated: November 20, 2020
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 BIGRX “stock” price, you can quickly find it out by visiting Finny and typing "BIGRX quote". If you’re looking for a quick scoop on BIGRX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "BIGRX". You’ll get all this info in one place.

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

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

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

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

The Fund seeks to provide dividend growth, current income and capital appreciation by investing in a portfolio of common stocks.

2. What are BIGRX top holdings?

BIGRX has 234 stock holdings and 0 bond holdings.

The top 10 holdings represent 29.43% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 5.73%
Microsoft Corp MSFT 5.59%
Amazon.com Inc AMZN 4.09%
Alphabet Inc A GOOGL 3.27%
Facebook Inc A FB 2.29%
Future on S&P 500 PR Sep20 N/A 1.99%
Verizon Communications Inc VZ 1.67%
Johnson & Johnson JNJ 1.63%
AT&T Inc T 1.61%
Bristol-Myers Squibb Company BMY 1.56%

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

BIGRX has generated the following returns:

  • 1-month return is 1.58%;
  • 3-month return is 5.24%;
  • 1-year return is 9.18%;
  • 3-year return is 8.36%;
  • 5-year return is 10.51%;
  • 10-year return is 11.44%;
  • 15-year return is 7.54%.

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

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

BIGRX up and down years

5. What is BIGRX dividend yield?

BIGRX yield is 2.06%.

6. What is BIGRX minimum initial investment amount?

BIGRX minimum initial investment amount is $3.00K.

7. What is BIGRX expense ratio?

BIGRX 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.

BIGRX expenses

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

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

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

  • 1-year ax cost ratio is 1.29%;
  • 3-year ax cost ratio is 2.45%.
BIGRX tax costs

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

  • 3-year beta is 0.97;
  • 5-year beta is 0.97;
  • 10-year beta is 0.99.
BIGRX Beta

11. What is BIGRX Sharpe ratio?

  • 3-year Sharpe ratio is 0.40;
  • 5-year Sharpe ratio is 0.70;
  • 10-year Sharpe ratio is 0.85.
BIGRX 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 BIGRX? What are BIGRX buy reasons?

The following are BIGRX strengths from our perspective:

  • <strong>BIGRX 3-year return</strong> is 8.36%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 3.58%.
  • <strong>BIGRX 5-year return</strong> is 10.51%, which is higher than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 6.7%.
  • <strong>BIGRX 10-year return</strong> is 11.44%, which is higher than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 9.67%.
  • <strong>BIGRX 15-year return</strong> is 7.54%, which is higher than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.76%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are BIGRX weaknesses from our perspective:

  • <strong>BIGRX 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 BIGRX review, we covered BIGRX 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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