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American Century Equity Growth Fd A Class: (MF: BEQAX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$28.70 USD
-0.07 (-0.24%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.62 | 28 |
| 3 months | 11.62 | 28 |
| 6 months | 25.28 | 30 |
| 1 Year | 32.03 | 28 |
| 3 Year | 7.44 | 57 |
| 5 Year | 11.50 | 60 |
| 10 Year | 9.99 | 55 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 33.13 |
| % Yield | 0.06 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 55.83 |
| % Turnover 3/31/2024 | 169.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.95 | 0.95 | 0.97 |
| Alpha | -3.25 | -2.56 | -2.31 |
| R Squared | 0.97 | 0.98 | 0.98 |
| Std. Dev. | 16.90 | 17.66 | 14.88 |
| Sharpe | 0.36 | 0.62 | 2.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| Technology | 38.77 |
| Finance | 13.61 |
| Retail Trade | 9.92 |
| Industrial Cyclical | 9.43 |
| Health | 7.73 |
| Non-Durable | 7.53 |
| Energy | 4.60 |
| Other | 2.96 |
| Services | 2.79 |
| Consumer Durables | 1.75 |
| Utilities | 0.91 |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| APPLE INC | 6.70 | 103.30 |
| MICROSOFT CORP | 6.34 | 97.75 |
| META PLATFORMS INC | 3.10 | 47.84 |
| AMAZON.COM INC | 2.67 | 41.18 |
| NVIDIA CORP | 2.35 | 36.30 |
| ALPHABET INC CLASS A | 2.01 | 31.05 |
| CATERPILLAR INC | 1.97 | 30.43 |
| ALPHABET INC CLASS C | 1.92 | 29.59 |
| VISA INC | 1.84 | 28.46 |
Stock Holding % of Net Assets
| As Of | 12/31/2023 |
| Total Issues | 149 |
| Avg. P/E | 32.44 |
| Avg. P/Book | 4.53 |
| Avg. EPS Growth | 12.74 |
| Avg. Market Value (Mil $) | 387,414 |
Allocation
| % of Portfolio | |
| Large Growth | 43.44 |
| Large Value | 18.29 |
| Small Growth | 1.85 |
| Small Value | 0.00 |
| Foreign Stock | 7.66 |
| Emerging Market | 13.78 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |