American Century Capital Portfolios, Inc: Mid Cap Value Fund; Investor Class Shares (ACMVX)

15.78 0.19%
Jun 29 close; Powered by IEX
Pros
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
Cons
High expense ratio

Pros

  1. ACMVX 3-year return is 7.98%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Value TR USD), 6.73%.
  2. ACMVX 5-year return is 5.99%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Value TR USD), 5.8%.
  3. ACMVX 10-year return is 11.01%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap Value TR USD), 10.71%.
  4. ACMVX 15-year return is 7.76%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Value TR USD), 6.61%.
  5. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. ACMVX expense ratio is 0.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?