About AEURX
The American Century Equity Income Fund R Class is a mutual fund designed to provide investors with regular income, prioritizing current income as its primary objective while also seeking long-term capital appreciation. The fund primarily allocates its assets to large-cap U.S. companies considered undervalued or exhibiting slower growth, often characterized by strong fundamentals and the capacity to pay sustainable dividends. The portfolio typically holds between 50 and 80 stocks, with a notable concentration in sectors such as health care, energy, financials, and industrials. As of the latest data, the fund’s top holdings include established firms like Johnson & Johnson, Medtronic, and Exxon Mobil, reflecting its focus on stability and income generation. The American Century Equity Income Fund R Class is available mainly through employer-sponsored retirement plans, emphasizing its role in retirement-oriented investment strategies. This fund plays a significant role in the large-value mutual fund category, offering diversification and a risk-conscious approach by investing in both equities and convertible securities, with some exposure to foreign securities for added diversification.
Fund Family American Century Investments
Category Large Value
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol AEURX
Share Class R Class
Index Russell 3000 Value TR
AEURX had a total return of 16.30% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.66%.
