American Century Growth Funds, Inc: Focused Dynamic Growth Fund; Investor Class Shares (ACFOX)

39.08 3.94%
Jun 27 close; Powered by IEX
Pros
5-year return above the benchmark
10-year return above the benchmark
No sales load or distribution fees
Cons
Low net assets
3-year return below the benchmark
15-year return below the benchmark
High expense ratio

Pros

  1. ACFOX 5-year return is 13.7%, which is higher than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 13.49%.
  2. ACFOX 10-year return is 13.89%, which is in line with the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 14.56%.
  3. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. ACFOX net assets are $731.40 million. This fund is not a popular choice with retail investors.
  2. ACFOX 3-year return is 9.27%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 11.95%.
  3. ACFOX 15-year return is 8.55%, which is lower than the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 10.32%.
  4. ACFOX expense ratio is 0.84%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?