American Century Equity Income Instl
4500 Main Street 9th Floor Kansas City MO 64111
Map
Phone: 800-345-2021
| Category: | Large Value | | Fund Family: | American Century Investments | | Net Assets: | 461.36M | | Year-to-Date Return: | -20.49% | | Yield: | 3.78% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Jul-98 |
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Phillip N. Davidson
Lead Manager since
01-Aug-94 | | | Davidson is senior vice president and senior portfolio manager with American Century Investments, his employer since September 1993. Previously, he spent 11 years as a vice president, portfolio manager, and analyst with Boatmens Trust Company and two years as an analyst with Mercantile Trust Company. Davidson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $5,000,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income; capital appreciation is a secondary consideration. The fund invests in equity securities of companies with a favorable income-paying history and with the potential for an increase in share price. |
| Last Dividend
(16-Sep-08):
| 0.05 | | Last Cap Gain
(11-Dec-07):
| 0.73 | | Annual Holdings Turnover
| 165.00% | | Average for Category:
| 60.91% |
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| Expense | ACIIX | Category
Avg | | Total Expense Ratio: | 0.77%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$246 | $591 | | 5 Yr Expense Projection*: |
$428 | $885 | | 10 Yr Expense Projection*: |
$955 | $1,741 |
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1.83% Nasdaq 0.00%
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