American Century Capital Portfolios, Inc: Large Company Value Fund; Investor Class Shares (ALVIX)

9.71 -0.10%
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
Low net assets

Pros

  1. ALVIX 3-year return is 7.04%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 6.69%.
  2. ALVIX 5-year return is 6.49%, which is in line with the 5-year return of the benchmark index (Russell 1000 Value TR USD), 6.51%.
  3. ALVIX 10-year return is 9.99%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.42%.
  4. ALVIX 15-year return is 5.22%, which is in line with the 15-year return of the benchmark index (Russell 1000 Value TR USD), 5.74%.
  5. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. ALVIX net assets are $0.00 million. This fund is not a popular choice with retail investors.