TWEIX : American Century Equity Income Fund Investor Class

TWEIX is a US Stocks Market Large Value with MODERATE fees.

TWEIX

American Century Equity Income Fund Investor Class

FI Score

60 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

60% FI Score
  • tweix
  • Mutual Fund
  • US Stocks
  • Large Value

American Century Equity Income Fund Investor Class

Expenses: 0.91% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks current income; capital appreciation is a secondary objective. The portfolio managers look for equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers' standards of selection.

Largest Holdings

Amount Holding
4.42% Johnson & Johnson
4.35% iShares Russell 1000 Value ETF
3.83% Medtronic PLC
2.72% Roche Holding AG Dividend Right Cert.
2.69% Texas Instruments Inc
2.68% Verizon Communications Inc
2.59% Marsh & McLennan Companies Inc
2.55% Kimberly-Clark Corp
2.28% Emerson Electric Co
2.27% Walmart Inc
2.20% Microsoft Corp
2.14% Procter & Gamble Co
2.09% ONE Gas Inc
1.98% Atmos Energy Corp
1.94% Nestle SA
1.90% PNC Financial Services Group Inc
1.89% Chubb Ltd
1.83% Hubbell Inc
1.71% Spire Inc
1.63% Automatic Data Processing Inc
1.60% Quest Diagnostics Inc
1.51% JPMorgan Chase & Co. 5%
1.46% Norfolk Southern Corp
1.46% Maxim Integrated Products Inc
1.45% Total SA

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