About ALVDX
American Century Investments Focused Large Cap Value Fund R6 Class is a mutual fund dedicated to seeking long-term capital growth, with income as a secondary objective. The fund primarily invests in large-cap U.S. companies that are considered undervalued, focusing on stocks with lower price ratios and higher dividend yields. By targeting these companies, the fund aims to provide investors with a portfolio that emphasizes stability and value, appealing to those seeking exposure to established firms with solid fundamentals. Notable holdings include leaders across diverse sectors, such as healthcare, financial services, utilities, energy, and consumer defensive companies, with top positions in Johnson & Johnson, JPMorgan Chase & Co., and Duke Energy Corp. This fund adopts a risk-aware, defensively minded investment process to help manage market volatility while maintaining substantial exposure to the upper tier of the U.S. equity market. With a below-average expense ratio and no minimum initial investment, the R6 share class is tailored for retirement plans and institutional investors, reinforcing its role as a cost-effective core value holding within diversified portfolios.
Fund Family American Century Investments
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ALVDX
Share Class R6 Class
Index Russell 1000 Value TR
ALVDX had a total return of 25.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.35%.
