About AICRX
The American Century Disciplined Core Value Fund R Class is an actively managed mutual fund classified within the large value category. Its primary objective is to achieve long-term capital growth, with income generation as a secondary goal. The fund invests chiefly in large-cap U.S. companies that exhibit strong fundamentals and are considered attractively valued, characterized by low price ratios and higher dividend yields compared to growth-oriented peers. The portfolio is constructed using a systematic, risk-aware approach, supported by both quantitative and qualitative analysis to identify securities with appealing valuation, quality, growth, and sentiment factors. The management team targets a diversified basket of 100 to 200 holdings, maintaining sector and position limits to control risk. Notable holdings often include established firms in the financial, healthcare, energy, and consumer defensive sectors. The fund’s disciplined investment process aims to balance risk and return, and it plays a significant role in the market for investors seeking exposure to stable, income-generating large-cap equities with the potential for capital appreciation over time.
Fund Family American Century Investments
Category Large Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol AICRX
Share Class R Class
Index Russell 1000 Value TR
AICRX had a total return of 23.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.08%.
