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American Century Inc & Gr Inv: (MF: BIGRX)

(MF) As of Jan 19, 2017 06:05 PM ET

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$35.93 USD

-0.22 (-0.61%)

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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Latest Performance as of Dec 31, 2016

Total Return %* Percentile Rank Objective
YTD 13.57 34
3 months 2.76 72
6 months 8.16 41
1 Year 13.57 34
3 Year 6.43 54
5 Year 13.38 37
10 Year 5.39 63

* 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 [?] Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 20.03
% Yield 2.14
% SEC Yield NA
Net Assets (Mil $) 12/31/2016 1,640.18
%Turnover 12/31/2016 79.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.02 0.99
Alpha -2.20 -1.33 -1.40
R Squared 0.96 0.96 0.98
Std. Dev. 10.94 10.74 15.49
Sharpe 0.63 1.29 3.00

Sector / Country Weightings

As of 12/31/2016 % of Portfolio
Technology 29.46
Industrial Cyclical 14.71
Finance 13.27
Non-Durable 12.93
Health 11.96
Retail Trade 5.26
Energy 4.51
Other 2.45
Utilities 2.34
Consumer Durables 1.91
Services 1.20

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2016)
% of Portfolio Value (Mil$)
APPLE INC 3.45 70.14
MICROSOFT CORP 3.13 63.72
ALPHABET INC 3.10 63.10
JOHNSON & JOHNSON 2.53 51.41
AT&T INC 2.14 43.51
PROCTER & GAMBLE CO 2.08 42.27
VERIZON COMMUNICATIONS IN 1.85 37.72
PFIZER INC 1.84 37.52
INTEL CORP 1.77 36.10

Stock Holding % of Net Assets

As Of 9/30/2016
Total Issues 114
Avg. P/E 28.69
Avg. P/Book 4.30
Avg. EPS Growth 11.73
Avg. Market Value (Mil $) 145,784

Allocation

% of Portfolio
Large Growth 45.13
Large Value 37.45
Small Growth 0.00
Small Value 3.46
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.60
Intermediate Bond 7.97
Foreign Bond 0.00
High Yield Bond 0.00