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A Solid Equity-Income Fund Is Closing

Silver-rated American Century Equity Income gets ahead by losing less.

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The following is our latest Fund Analyst Report for American Century Equity Income Fund (TWEIX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days.

American Century Equity Income stays true to its prudent philosophy. The fund focuses on downside protection and capital preservation, which causes it to lag rivals when markets rally but stand out during periods of market unrest, as seen in early 2016. Even such brief periods of solid downside protection more than compensate for longer periods of trailing in up markets. This discipline has rewarded investors over time, earning the fund a Morningstar Analyst Rating of Silver. 

Gretchen Rupp has a position in the following securities mentioned above: TWEIX. Find out about Morningstar’s editorial policies.