Nasdaq - Delayed Quote USD
American Century Equity Income Fund (TWEIX)
As of 8:06 AM EST. Market Open.
Fund Summary
The portfolio managers look for equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers' standards of selection.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 15.26% |
| 5y Average Return | 7.18% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.61 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TWEIX | Category Average | TWEIX | Category Average | TWEIX | Category Average | |
| Alpha | -1.92 | -0.01 | -4.26 | -0.03 | -1.26 | -0.03 |
| BETA | 0.61 | 0.01 | 0.71 | 0.01 | 0.7 | 0.01 |
| Mean Annual Return | 0.49 | 0.01 | 0.64 | 0.01 | 0.72 | 0.01 |
| R-squared | 73.17 | 0.78 | 82.12 | 0.83 | 82.75 | 0.84 |
| Standard Deviation | 12.26 | 0.17 | 14.09 | 0.19 | 11.69 | 0.16 |
| Sharpe Ratio | 0.16 | 0 | 0.37 | 0 | 0.59 | 0.01 |
| Treynor Ratio | 1.99 | 0.04 | 6.26 | 0.07 | 9.29 | 0.08 |
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