Back to top
more

American Century Income And Grow: (MF: BIGRX)

(MF) As of Sep 22, 2016 06:05 PM ET

 Add to portfolio

$35.54 USD

+0.20 (0.57%)

Zacks MF Rank [?]: 3-Hold     3    

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

Latest Performance as of Aug 31, 2016

Total Return %* Percentile Rank Objective
YTD 10.29 14
3 months 5.60 3
6 months 14.71 22
1 Year 13.22 10
3 Year 10.14 35
5 Year 13.70 22
10 Year 6.22 51

* Annual for three years and beyond.

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 [?] Hold 3
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 18.79
% Yield 2.14
% SEC Yield NA
Net Assets (Mil $) 8/31/2016 1,614.76
%Turnover 8/31/2016 79.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.01 0.99
Alpha -1.94 -1.05 -1.15
R Squared 0.96 0.97 0.98
Std. Dev. 11.17 12.07 15.47
Sharpe 0.96 1.19 3.00

Sector / Country Weightings

As of 8/31/2016 % of Portfolio
Technology 28.15
Non-Durable 18.56
Industrial Cyclical 13.45
Finance 11.49
Health 10.84
Retail Trade 4.95
Energy 4.28
Consumer Durables 2.78
Other 2.50
Services 1.56
Utilities 1.44

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2016)
% of Portfolio Value (Mil$)
MICROSOFT CORP 2.96 56.60
APPLE INC 2.80 53.66
JOHNSON & JOHNSON 2.76 52.78
AT&T INC 2.42 46.30
PROCTER & GAMBLE CO 2.08 39.88
VERIZON COMMUNICATIONS IN 2.04 39.10
PFIZER INC 2.04 39.00
ALPHABET INC 1.71 32.70
EXXON MOBIL CORP 1.70 32.49

Stock Holding % of Net Assets

As Of 6/30/2016
Total Issues 117
Avg. P/E 27.90
Avg. P/Book 4.60
Avg. EPS Growth 11.5
Avg. Market Value (Mil $) 135,591

Allocation

% of Portfolio
Large Growth 36.62
Large Value 37.54
Small Growth 0.00
Small Value 7.60
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 12.47
Foreign Bond 0.00
High Yield Bond 0.00