American Century Disciplined Core Value Fund Class A is a mutual fund focused on long-term capital growth with income as a secondary objective. It primarily invests in large-cap, value-oriented U.S. stocks that exhibit sustainable fundamentals and attractive valuations, often characterized by lower price-to-book ratios and steady dividend payments. The fund uses a disciplined, systematic approach combining fundamental and quantitative analysis to identify its portfolio holdings. Its investments are diversified across sectors such as financial services, healthcare, energy, and consumer defensive industries. The fund aims to track the performance characteristics of the Russell 1000 Value Index, which includes the largest publicly traded U.S. companies with value-focused financial metrics. With a turnover rate around 67%, it balances active management with a cost-efficient structure, keeping expense ratios in the lower quintile relative to peers. This fund serves a significant role by providing exposure to large, value-based companies and appealing to investors seeking a combination of growth potential and income generation within the U.S. equity market.
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