Tomorrows Scholar 529 Plan - American Century Small Cap Value Option Fund (VWCAX)
| 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 | n/a |
| YTD Return | 9.86% |
| 1-Year Return | 3.96% |
| 5-Year Return | n/a |
| 52-Week Low | 7.70 |
| 52-Week High | 10.36 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About VWCAX
The American Century Small Cap Value Fund is a mutual fund dedicated to seeking long-term capital growth by investing primarily in small-cap companies considered undervalued relative to their fundamental worth. The fund targets firms with strong financial characteristics that are trading at a discount to fair market value, employing a disciplined, bottom-up research process to assess risk and reward profiles for each holding. This approach aims to balance participation in market upswings with efforts to limit downside risk during market downturns. The fund’s portfolio is diversified across sectors, with notable concentrations in financials, industrials, consumer discretionary, energy, and real estate. Holdings typically include companies that demonstrate quality and growth potential but whose valuations make them attractive within the small-cap segment. As small-cap value stocks can be more volatile and less liquid than larger company shares, the fund’s active management seeks to take advantage of market inefficiencies within this segment. Overall, the American Century Small Cap Value Fund provides consistent exposure to the small-cap value category, offering investors an opportunity for growth through a specialized, research-driven investment discipline.
Performance
VWCAX had a total return of 3.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.43%.