American Century Legacy 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 manager uses a quantitative investment process designed to identify common stocks of companies that currently have, or are expected to have, earnings and revenues that are not only growing, but growing at an accelerating rate, and that also have strong price momentum.

Key stats

Management firm  American Century Investments
Domicile  United States
Fund Administrator  American Century Services, LLC
Global Branding Name  American Century
Fund currency  USD
Launch Date  2006-05-31
ISIN  US02507H2058
Manager 1 Name  John Small, Jr.
Manager 2 Name  Stephen Pool
Fund Strategy  Large Growth
Benchmark  Russell 1000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-11-30
Return - 1 Month  4.29%
Return - 2 Months  6.19 %
Return - 3 Months  3.81%
Return - 6 Months  8.43 %
Return - 9 months  11.11 %
Return - 12 Months  17.54%
Annualized return 24 months  27.17 %
Annualized return 36 months  20.58 %
Annualized return 48 months  18.17 %
Annualized return 60 months  15.63 %
Return 120 months  0.00 %
Annualized return since Inception  8.64%
Return YTD  15.46%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $5,000,000
Maximum Managment Charge  1.10 %
Exit charge  0.00 %
Performance Fee  0.00 %

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  2014-12-18
Pre-tax nav  17.46
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.37
Price change (percentage)  2.17 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

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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