ALVIX

About ALVIX

American Century Investments Focused Large Cap Value Fund Investor Class is an actively managed mutual fund dedicated to long-term capital growth, with income as a secondary objective. The fund typically invests in a concentrated portfolio of 30 to 50 high-quality, large-cap U.S. companies that the management team views as undervalued relative to their intrinsic worth. At least 80% of its assets are allocated to large-cap equities, primarily drawn from the Russell 1000 Value Index, which represents the largest U.S. public companies with lower price-to-book ratios and modest growth forecasts. Notably, the fund’s focused approach results in a significant portion of total assets—nearly 40%—concentrated in its top ten holdings, which often include leading names in healthcare, utilities, industrials, and financial services. The fund maintains a moderate turnover rate and provides annual distributions, making it suitable for investors seeking disciplined value exposure within the large-cap segment. Its investment strategy addresses key market sectors, and its long-term presence since 1999 underscores its established role among large value funds in the U.S. mutual fund marketplace.