Tomorrows Scholar 529 Plan - American Century Small Cap Value Option Fund (VWBWX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.28
+0.01 (0.10%)
At close: Feb 17, 2026
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Previous Close10.27
YTD Return9.84%
1-Year Return4.16%
5-Year Returnn/a
52-Week Low7.71
52-Week High10.38
Beta (5Y)n/a
Holdingsn/a
Inception Daten/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.

Stock Exchange NASDAQ
Ticker Symbol VWBWX

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%.