American Century Legacy Foc Lg Cap Instl

The investment seeks long-term capital growth.
The fund invests at least 80% of its net assets in stocks of large capitalization companies as defined by Morningstar. Typically, it intends to exceed this 80% requirement and be fully invested in large cap stocks. The fund is expected to maintain a smaller portfolio of stocks than the American Century Legacy Large Cap Fund. It is non-diversified.

Key stats

Management firm  American Century Investments
Domicile  United States
Fund Administrator  American Century Services, LLC
Global Branding Name  American Century
12 month yield  1.07%
Fund currency  USD
Launch Date  2006-05-31
ISIN  US02507H6018
Manager 1 Name  John Small, Jr.
Manager 2 Name  Stephen Pool
Fund Strategy  Large Blend
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  0.62%
Return - 2 Months  -2.47 %
Return - 3 Months  0.43%
Return - 6 Months  3.58 %
Return - 9 months  10.74 %
Return - 12 Months  13.52%
Annualized return 24 months  20.77 %
Annualized return 36 months  17.30 %
Annualized return 48 months  14.72 %
Annualized return 60 months  14.37 %
Annualized return since Inception  7.47%
Return YTD  7.79%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Minimum Investment  $5,000,000
Maximum Managment Charge  1.10 %

Contact

Contact Address  American Century Investments
Contact Address 2  P.O. Box 419200,4500 Main Street
Contact Address 3  Kansas City, MO 64141
Contact city  Kansas City
Contact country  United States
Fund Admin Group  American Century Investments
Web Address  www.americancentury.com
Custodian  State Street Bank & Trust Co
Phone  +1 8004444015

Price

Last Price Date  2014-11-26
Pre-tax nav  16.78
Price change  $0.08
Price change (percentage)  0.48 %

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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