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The American Century Investments Growth Fund Investor Class (TWCGX) is a low-cost, actively managed fund that aims to provide growth in a portfolio. TWCGX offers a unique approach to growth investing by using screens to find stocks that are showing signs of improving business fundamentals. This helps fund management identify firms at the beginning of the cycle of increased earnings and multiple expansion. The fund focuses these screens on large-cap U.S. stocks.
TWCGX makes a great subcore choice for investors looking for a unique take on growth investing. The fund is internally managed by American Century.
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| Period | TWCGX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 24.4% | -34.6% | 52.4% | 24.46% |
| 1 Yr | -7.1% | -70.9% | 18.8% | 52.07% |
| 3 Yr | 6.2%* | -39.6% | 21.8% | 51.22% |
| 5 Yr | 0.3%* | -32.3% | 15.7% | 64.61% |
| 10 Yr | 5.5%* | -14.1% | 16.4% | 71.61% |
* Annualized
| Period | TWCGX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -13.4% | -65.5% | 9.4% | 56.66% |
| 2017 | 18.1% | -46.3% | 37.5% | 54.69% |
| 2016 | -1.0% | -43.3% | 13.0% | 53.45% |
| 2015 | -2.4% | -38.0% | 11.4% | 42.60% |
| 2014 | -11.9% | -52.4% | 105.4% | 95.07% |
| Period | TWCGX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 24.4% | -34.6% | 52.4% | 24.46% |
| 1 Yr | -7.1% | -70.9% | 18.8% | 68.72% |
| 3 Yr | 6.2%* | -39.6% | 26.1% | 79.26% |
| 5 Yr | 0.3%* | -32.3% | 16.4% | 89.08% |
| 10 Yr | 5.5%* | -14.1% | 17.3% | 91.93% |
* Annualized
| Period | TWCGX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -13.4% | -65.5% | 16.5% | 73.13% |
| 2017 | 18.1% | -28.2% | 51.5% | 82.22% |
| 2016 | -1.0% | -43.3% | 15.6% | 73.69% |
| 2015 | -2.4% | -38.0% | 17.3% | 74.92% |
| 2014 | -11.9% | -52.4% | 120.7% | 98.53% |
| TWCGX | Category Low | Category High | TWCGX % Rank | |
|---|---|---|---|---|
| Net Assets | 7.94 B | 1.12 M | 188 B | 15.65% |
| Number of Holdings | 73 | 7 | 2106 | 42.53% |
| Net Assets in Top 10 | 3.94 B | 301 K | 56.6 B | 14.15% |
| Weighting of Top 10 | 49.30% | 11.7% | 100.0% | 10.04% |
| Weighting | Return Low | Return High | TWCGX % Rank | |
|---|---|---|---|---|
| Stocks | 99.32% | 81.21% | 101.37% | 27.27% |
| Cash | 0.68% | -2.02% | 17.64% | 68.62% |
| Preferred Stocks | 0.00% | 0.00% | 5.08% | 97.71% |
| Other | 0.00% | -0.63% | 3.74% | 94.78% |
| Convertible Bonds | 0.00% | 0.00% | 0.10% | 96.84% |
| Bonds | 0.00% | 0.00% | 2.29% | 96.92% |
| Weighting | Return Low | Return High | TWCGX % Rank | |
|---|---|---|---|---|
| Technology | 36.92% | 6.03% | 62.82% | 27.04% |
| Consumer Cyclical | 19.61% | 0.00% | 34.07% | 23.24% |
| Healthcare | 14.86% | 0.68% | 45.99% | 35.02% |
| Financial Services | 10.80% | 0.00% | 39.16% | 61.50% |
| Industrials | 7.78% | 0.00% | 28.35% | 65.53% |
| Consumer Defense | 4.16% | 0.00% | 18.23% | 59.60% |
| Real Estate | 2.73% | 0.00% | 7.16% | 22.21% |
| Basic Materials | 1.30% | 0.00% | 10.95% | 58.58% |
| Energy | 1.06% | -0.01% | 11.07% | 37.55% |
| Communication Services | 0.09% | 0.00% | 13.96% | 71.30% |
| Utilities | 0.00% | -0.01% | 7.75% | 96.60% |
| Weighting | Return Low | Return High | TWCGX % Rank | |
|---|---|---|---|---|
| US | 96.74% | 79.62% | 100.21% | 26.48% |
| Non US | 2.58% | -0.08% | 16.82% | 60.63% |
| TWCGX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.97% | 0.00% | 283.30% | 59.22% |
| Management Fee | 0.97% | 0.00% | 1.40% | 94.23% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.00% | 1.02% | N/A |
| TWCGX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.50% | 25.00% | N/A |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
| TWCGX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.50% | 5.00% | 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.
| TWCGX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 38.00% | 0.00% | 476.00% | 44.84% |
| TWCGX | Category Low | Category High | TWCGX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.23% | 0.00% | 15.75% | 23.79% |
| TWCGX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Annually | Annually |
| Date | Amount |
|---|---|
| Dec 18, 2018 | $0.082 |
| Dec 19, 2017 | $0.057 |
| Dec 20, 2016 | $0.171 |
| Dec 22, 2015 | $0.102 |
| Dec 16, 2014 | $0.099 |
| Dec 17, 2013 | $0.120 |
| Dec 18, 2012 | $0.247 |
| Dec 14, 2010 | $0.086 |
| Dec 22, 2009 | $0.057 |
| Dec 23, 2008 | $0.083 |
| Dec 18, 2007 | $0.034 |
| Dec 19, 2006 | $0.015 |
| Dec 13, 2005 | $0.086 |
| Dec 28, 2004 | $0.007 |
| TWCGX | Category Low | Category High | TWCGX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.13% | -7.60% | 1.83% | 41.18% |
| TWCGX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Sep 30, 1997
21.93
21.9%
As co-CIO, Greg oversees the investment professionals who manage the firm's global growth equity portfolios. He also is a member of the firm's Investment Oversight and AssetAllocation Committees. As Senior Portfolio Manager, Greg co-manages the U.S. Large Cap Growth and U.S. Sustainable Large Cap Core strategies. He has been a member of that team since joining the firm in 1997. Previously, Greg was a vice president and director of equity research at Texas Commerce Bank. Prior to that, he was a vice president at Compass Bank and an assistant vice president at Republic Bank.
Manager
Start Date
Tenure
Tenure Rank
Jan 31, 2016
3.58
3.6%
Justin co-manages the U.S. Large Cap Growth and U.S. Sustainable Large Cap Core strategies and provides fundamental research and equity analysis on the consumer discretionary, commercial services, and technology sectors for these strategies. Justin has been a member of this team since joining the firm in 2000. Previously, he was an equity analyst at USAA Investment Management Company with responsibilities for technology and retail sector coverage. Prior to USAA, Justin was an equity analyst at Hanifen Imhoff. He earned a bachelor's degree in finance from Texas Christian University. Justin is a CFA charterholder and a member of the CFA Institute.
Tenure Analysis
Category Low
0.0
Category High
51.7
Category Average
8.1
Category Mode
0.33
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
