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American Century Adaptive Equity Fund R CLASS (AVDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.990.00 (0.00%)
At close: 09:00PM EDT

American Century Adaptive Equity Fund R CLASS

American Century Mutual Funds, Inc.

4500 Main Street

Kansas City, MO 64111

800-345-2021
Management information
Joseph Reiland,Lead manager since 5 January 2017
Joe co-manages the U.S. Sustainable Large Cap Core, U.S. Systematic Large Cap Core and U.S. Systematic All Cap Core strategies and provides quantitative research and risk management for these strategies as well as U.S. Large Cap Growth. Joe has been a member of this team since the firm in 2000. Previously, he was an equity analyst in the equity research department at Commerce Bank. Joe has worked in the investment industry since 1995. He earned a bachelor's degree from the Olin School of Business at Washington University in St. Louis. Joe is a CFA charterholder and a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyAmerican Century Investments
Net assets83.85M
YTD return13.84%
Yield0.97%
Morningstar rating★★★
Inception date30 Nov 2016

Fund operations

Last dividend0.05
Last cap gain0.00
Holdings turnover112.00%
Average for categoryN/A

Fees and expenses

ExpenseAVDRXCategory average
Annual report expense ratio (net)1.65%0.84%
Prospectus net expense ratio1.65%N/A
Prospectus gross expense ratio1.65%N/A
Max 12b1 fee0.50%N/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection543N/A
5-yr expense projection934N/A
10-yr expense projection2,028N/A