Tomorrows Scholar 529 Plan - American Century Small Cap Value Option Fund (VWBWX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 10.27 |
| YTD Return | 9.84% |
| 1-Year Return | 4.16% |
| 5-Year Return | n/a |
| 52-Week Low | 7.71 |
| 52-Week High | 10.38 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About VWBWX
The American Century Small Cap Value Fund is a mutual fund focused on long-term capital appreciation by investing primarily in U.S. small-cap companies considered undervalued relative to their intrinsic worth. Its core strategy emphasizes selecting financially solid businesses with strong fundamentals that are trading below fair market value, aiming to provide consistent small-cap value exposure with the potential for higher returns and lower volatility over time. The portfolio is diversified across sectors, with notable allocations toward financial services, industrials, energy, and select technology firms, reflecting both sector-specific and company-specific opportunities identified through bottom-up research. While income generation is a secondary goal, the fund seeks to limit downside risk via disciplined stock selection and risk management. The fund is designed for investors seeking exposure to the historically less efficient, more volatile segment of small-cap value equities, and strives to deliver attractive, risk-adjusted results through active management and fundamental analysis.
Performance
VWBWX had a total return of 4.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.62%.