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American Century Equity Income C (AEYIX)

8.62
+0.06
+(0.70%)
At close: May 16 at 8:04:11 PM EDT

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.87%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 5

Performance & Risk

YTD Return 2.64%
5y Average Return 9.12%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
AEYIXCategory AverageAEYIXCategory AverageAEYIXCategory Average
Alpha -5.17 -0.01 -2.69 -0.03 -2.28 -0.03
BETA 0.63 0.01 0.64 0.01 0.7 0.01
Mean Annual Return 0.39 0.01 0.7 0.01 0.61 0.01
R-squared 70.15 0.78 73.17 0.83 80.67 0.84
Standard Deviation 12.32 0.17 11.93 0.19 11.96 0.16
Sharpe Ratio 0 0 0.47 0 0.44 0.01
Treynor Ratio -1.19 0.04 8.1 0.07 6.85 0.08

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