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

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	10.16
YTD Return	9.71%
1-Year Return	3.14%
5-Year Return	n/a
52-Week Low	7.69
52-Week High	10.28
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About VWDCX

The American Century Small Cap Value Option is an investment vehicle designed to provide exposure to U.S. small-cap companies that are undervalued relative to their fundamentals. This option is structured within the framework of college savings plans, such as 529 plans, where contributions are invested entirely in the underlying American Century Small Cap Value Fund. The fund’s primary objective is long-term capital growth, with income as a secondary focus. It invests at least 80% of its assets in small capitalization companies, typically defined by a market capitalization that falls within the range of companies in the Russell 2000® Index, emphasizing those with lower price-to-book ratios and modest forecasted growth rates. The portfolio spans diverse sectors, with notable allocations in financials, industrials, consumer discretionary, and energy. Its strategy seeks to identify high-quality businesses temporarily trading at a discount, aiming to deliver risk-adjusted performance over time. This option serves investors looking to diversify their portfolios with small-cap value exposure, especially in education-oriented savings accounts, playing a unique role in long-term wealth accumulation strategies for future educational expenses.

• Stock Exchange: NASDAQ
• Ticker Symbol: VWDCX

Performance

VWDCX had a total return of 3.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.65%.