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American Century Equity Income Inv TWEIX

Analyst rating as of
NAV / 1-Day Return
9.50  /  0.11 %
Total Assets
10.8 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Above Average
Longest Manager Tenure
27.61 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.84%
Turnover
24%

Morningstar’s Fund Analysis TWEIX

Will TWEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Loss of longtime lead manager leaves this team with something to prove.

Summary

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The pending loss of Phil Davidson from American Century Equity Income looms large, and the remaining team needs to prove it can manage to the same high level without him. The strategy’s four cheaper share classes have seen their Morningstar Analyst Ratings downgraded to Bronze from Silver, while the four more-expensive ones drop to Neutral from Silver or Bronze.

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