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American Century Income And Grow: (MF: BIGRX)

(MF) As of Apr 17, 2014 06:05 PM ET

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$36.92 USD

+0.12 (0.33%)

Zacks MF Rank : 1 - Strong Buy [?] 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Mar 31, 2014

% Yield 1.96
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 2.33
Objective* Equity - Growth /Inc
Peer* GI LB

*Key

Zacks Premium Research for BIGRX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Strong Buy 1
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 27.03
Net Assets (Mil $) 3/31/2014 1,644.32
%Turnover 3/31/2014 74.00

Allocation

% of Portfolio
Large Growth 0.00
Large Value 67.55
Small Growth 0.00
Small Value 3.86
Foreign Stock 5.40
Emerging Market 3.57
Precious Metal 0.00
Intermediate Bond 13.91
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Technology 27.59
Industrial Cyclical 20.02
Finance 11.64
Health 11.06
Non-Durable 8.63
Energy 6.83
Retail Trade 6.01
Other 2.95
Utilities 2.45
Consumer Durables 2.01
Services 0.81

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2013)
% of Portfolio Value (Mil$)
APPLE INC 3.86 75.32
MICROSOFT CORP 2.53 49.30
JOHNSON & JOHNSON 2.28 44.58
JPMORGAN CHASE & CO 2.11 41.16
PFIZER INC 1.99 38.86
INTL BUSINESS MACHINES CO 1.92 37.50
AT&T INC 1.88 36.66
EXXON MOBIL CORP 1.83 35.64
MERCK & CO INC 1.64 32.08

Stock Holding % of Net Assets

As Of 12/31/2013
Total Issues 128
Avg. P/E 26.51
Avg. P/Book 4.10
Avg. EPS Growth 8.86
Avg. Market Value (Mil $) 106,803

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.00 1.00
Alpha 0.58 -0.26 -0.51
R Squared 0.98 0.98 0.97
Std. Dev. 12.90 14.12 15.04
Sharpe 1.28 1.55 4.00