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| Period | BIGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 9.7% | -3.5% | 23.5% | 71.86% |
| 1 Yr | -11.0% | -29.1% | 14.0% | 69.12% |
| 3 Yr | 2.0%* | -13.8% | 15.5% | 57.29% |
| 5 Yr | -0.9%* | -28.0% | 11.5% | 57.92% |
| 10 Yr | 7.4%* | -10.0% | 12.7% | 48.65% |
* Annualized
| Period | BIGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -17.0% | -38.8% | 15.7% | 51.68% |
| 2017 | 10.1% | -17.9% | 37.3% | 45.85% |
| 2016 | 9.2% | -7.3% | 28.2% | 59.90% |
| 2015 | -13.6% | -47.3% | 0.6% | 81.19% |
| 2014 | 4.4% | -46.4% | 75.9% | 47.31% |
| Period | BIGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 9.7% | -3.5% | 23.5% | 73.23% |
| 1 Yr | -0.5% | -29.1% | 14.0% | 33.62% |
| 3 Yr | 10.5%* | -9.3% | 16.3% | 8.54% |
| 5 Yr | 7.4%* | -9.5% | 13.5% | 15.70% |
| 10 Yr | 12.9%* | -4.0% | 15.5% | 10.00% |
* Annualized
| Period | BIGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -6.9% | -32.1% | 15.7% | 11.83% |
| 2017 | 20.6% | -7.9% | 38.3% | 6.41% |
| 2016 | 13.6% | -7.3% | 29.2% | 45.40% |
| 2015 | -5.6% | -26.2% | 4.7% | 57.83% |
| 2014 | 12.4% | -45.2% | 78.4% | 16.64% |
| BIGRX | Category Low | Category High | BIGRX % Rank | |
|---|---|---|---|---|
| Net Assets | 2.27 B | 1.47 M | 117 B | 27.49% |
| Number of Holdings | 122 | 18 | 1796 | 26.49% |
| Net Assets in Top 10 | 555 M | 81.8 K | 32.2 B | 30.60% |
| Weighting of Top 10 | 25.07% | 8.7% | 74.3% | 68.78% |
| Weighting | Return Low | Return High | BIGRX % Rank | |
|---|---|---|---|---|
| Stocks | 99.09% | 6.24% | 117.77% | 22.89% |
| Cash | 0.91% | -17.77% | 40.48% | 73.63% |
| Preferred Stocks | 0.00% | 0.00% | 16.57% | 63.56% |
| Other | 0.00% | -0.77% | 2.43% | 59.33% |
| Convertible Bonds | 0.00% | 0.00% | 77.39% | 59.08% |
| Bonds | 0.00% | -0.04% | 43.37% | 63.18% |
| Weighting | Return Low | Return High | BIGRX % Rank | |
|---|---|---|---|---|
| Technology | 28.73% | 0.00% | 35.17% | 1.50% |
| Healthcare | 13.00% | 0.00% | 25.25% | 65.84% |
| Industrials | 11.67% | 0.00% | 37.45% | 21.20% |
| Financial Services | 11.57% | 0.89% | 39.05% | 92.89% |
| Consumer Cyclical | 9.82% | 0.00% | 46.05% | 24.69% |
| Energy | 7.18% | 0.00% | 24.02% | 80.80% |
| Consumer Defense | 6.67% | 0.00% | 27.68% | 65.21% |
| Real Estate | 5.90% | 0.00% | 33.69% | 9.98% |
| Communication Services | 2.06% | 0.00% | 12.35% | 85.91% |
| Basic Materials | 1.54% | 0.00% | 17.14% | 81.30% |
| Utilities | 0.97% | 0.00% | 71.85% | 84.41% |
| Weighting | Return Low | Return High | BIGRX % Rank | |
|---|---|---|---|---|
| US | 97.94% | 0.17% | 117.77% | 13.56% |
| Non US | 1.15% | 0.00% | 99.26% | 87.56% |
| BIGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.66% | 0.03% | 8.83% | 86.18% |
| Management Fee | 0.66% | 0.00% | 1.20% | 65.30% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.50% | N/A |
| BIGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 1.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
| BIGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.50% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| BIGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 77.00% | 0.00% | 258.00% | 77.61% |
| BIGRX | Category Low | Category High | BIGRX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.02% | 0.00% | 0.10% | 10.57% |
| BIGRX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Annually | Quarterly | Quarterly |
| Date | Amount |
|---|---|
| Mar 19, 2019 | $0.161 |
| Dec 20, 2018 | $0.176 |
| Sep 18, 2018 | $0.227 |
| Jun 19, 2018 | $0.183 |
| Mar 20, 2018 | $0.137 |
| Dec 26, 2017 | $0.252 |
| Sep 19, 2017 | $0.313 |
| Jun 20, 2017 | $0.177 |
| Mar 21, 2017 | $0.178 |
| Dec 27, 2016 | $0.215 |
| Sep 20, 2016 | $0.191 |
| Jun 21, 2016 | $0.201 |
| Mar 15, 2016 | $0.203 |
| Dec 28, 2015 | $0.225 |
| Sep 08, 2015 | $0.212 |
| Jun 09, 2015 | $0.189 |
| Mar 10, 2015 | $0.151 |
| Dec 23, 2014 | $0.240 |
| Sep 09, 2014 | $0.206 |
| Jun 10, 2014 | $0.195 |
| Mar 11, 2014 | $0.143 |
| Dec 23, 2013 | $0.223 |
| Sep 10, 2013 | $0.215 |
| Jun 11, 2013 | $0.171 |
| Mar 12, 2013 | $0.122 |
| Dec 26, 2012 | $0.220 |
| Sep 18, 2012 | $0.142 |
| Jun 12, 2012 | $0.104 |
| Mar 13, 2012 | $0.098 |
| Dec 27, 2011 | $0.121 |
| Sep 20, 2011 | $0.113 |
| Jun 14, 2011 | $0.066 |
| Mar 22, 2011 | $0.090 |
| Dec 28, 2010 | $0.096 |
| Sep 21, 2010 | $0.085 |
| Jun 15, 2010 | $0.071 |
| Mar 23, 2010 | $0.064 |
| Dec 29, 2009 | $0.117 |
| Sep 15, 2009 | $0.082 |
| Jun 16, 2009 | $0.088 |
| Mar 17, 2009 | $0.127 |
| Dec 29, 2008 | $0.125 |
| Sep 16, 2008 | $0.191 |
| Mar 18, 2008 | $0.106 |
| Dec 28, 2007 | $0.130 |
| Sep 11, 2007 | $0.125 |
| Jun 12, 2007 | $0.114 |
| Mar 13, 2007 | $0.110 |
| Dec 27, 2006 | $0.166 |
| Sep 12, 2006 | $0.159 |
| Jun 13, 2006 | $0.139 |
| Mar 14, 2006 | $0.127 |
| Dec 28, 2005 | $0.215 |
| Sep 13, 2005 | $0.130 |
| Jun 14, 2005 | $0.120 |
| Mar 15, 2005 | $0.126 |
| Dec 28, 2004 | $0.177 |
| Sep 14, 2004 | $0.175 |
| Jun 15, 2004 | $0.140 |
| Mar 16, 2004 | $0.094 |
| Dec 31, 2003 | $0.125 |
| Sep 16, 2003 | $0.119 |
| Jun 17, 2003 | $0.097 |
| Mar 18, 2003 | $0.087 |
| Dec 31, 2002 | $0.090 |
| Sep 30, 2002 | $0.081 |
| Jun 28, 2002 | $0.086 |
| Mar 28, 2002 | $0.071 |
| Dec 14, 2001 | $0.081 |
| Sep 28, 2001 | $0.079 |
| Jun 29, 2001 | $0.073 |
| Mar 30, 2001 | $0.070 |
| Dec 15, 2000 | $0.076 |
| Sep 29, 2000 | $0.068 |
| Jun 30, 2000 | $0.072 |
| Mar 31, 2000 | $0.073 |
| Dec 17, 1999 | $0.082 |
| Sep 24, 1999 | $0.081 |
| Jun 25, 1999 | $0.092 |
| Mar 26, 1999 | $0.079 |
| Mar 12, 1999 | $0.069 |
| Dec 23, 1998 | $0.085 |
| Sep 30, 1998 | $0.128 |
| Jun 30, 1998 | $0.020 |
| May 29, 1998 | $0.025 |
| Apr 30, 1998 | $0.023 |
| Mar 31, 1998 | $0.026 |
| Aug 29, 1997 | $0.033 |
| BIGRX | Category Low | Category High | BIGRX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.33% | -2.85% | 3.22% | 6.35% |
| BIGRX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Dec 11, 2010
8.39
8.4%
Musat, Vice President,Portfolio Manager and Quantitative Analyst, has been a member of the team that manages the fund since its inception in September 2005. She joined American Century in May 2005 as a quantitative analyst and became a portfolio manager in February 2008. She has a bachelor’s degree in computer science from the University of Iasi, Romania, a master’s degree in mathematics from Florida State University and a master’s degree in financial engineering from the University of California at Berkeley.
Manager
Start Date
Tenure
Tenure Rank
Dec 11, 2010
8.39
8.4%
Mr. Garbe, Vice President and Portfolio Manager, has been a member of the team that manages the fund since joining American Century Investments in 2010. From 1999 to 2010, he was senior vice president, portfolio manager and director of research and trading for City National Bank. He has a bachelor’s degree in mathematics-applied science (economics) with a specialization in computer programming, and an MBA, both from the University of California, Los Angeles.
Tenure Analysis
Category Low
0.0
Category High
35.36
Category Average
7.83
Category Mode
0.23
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
