Back to top

If you wish to go to ZacksFunds.com, click OK. If you do not, click Cancel.

American Century Income And Grow: (MF: BIGRX)

(MF) As of Mar 3, 2015 06:05 PM ET

 Add to portfolio

$38.40 USD

-0.21 (-0.54%)

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

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

General Information as of Jan 31, 2015

% Yield 1.95
% SEC Yield NA
% YTD Return (as of Jan 31, 2015) -3.06
Objective Large Blend
Peer GI LB

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 23.30
Net Assets (Mil $) 1/31/2015 1,708.29
%Turnover 1/31/2015 76.00

Allocation

% of Portfolio
Large Growth 17.69
Large Value 73.90
Small Growth 0.00
Small Value 0.00
Foreign Stock 5.54
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 1/31/2015 % of Portfolio
Technology 28.77
Industrial Cyclical 19.46
Finance 12.97
Health 10.57
Energy 8.16
Non-Durable 7.06
Retail Trade 4.26
Utilities 3.10
Other 2.73
Consumer Durables 1.98
Services 0.94

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2014)
% of Portfolio Value (Mil$)
EXXON MOBIL CORP 3.01 61.55
MICROSOFT CORP 2.83 57.88
APPLE INC 2.73 55.87
JOHNSON & JOHNSON 2.48 50.86
GENERAL ELECTRIC CO 2.19 44.86
JPMORGAN CHASE & CO 2.11 43.14
MERCK & CO 1.86 37.99
PFIZER INC 1.83 37.51
AT&T INC 1.82 37.18

Stock Holding % of Net Assets

As Of 9/30/2014
Total Issues 118
Avg. P/E 25.92
Avg. P/Book 4.08
Avg. EPS Growth 8.91
Avg. Market Value (Mil $) 113,621

Risk

3 Year 5 Year 10 Year
Beta 1.04 1.01 1.00
Alpha -0.47 -0.09 -0.73
R Squared 0.97 0.98 0.98
Std. Dev. 9.83 13.22 14.99
Sharpe 1.84 1.25 3.00