American Century Equity Growth InvBEQGX

Morningstar Rating

Fund Research and Analysis

by Karin Anderson

If you're looking for a mild-mannered core holding, consider American Century Equity Growth.

Managers Bill Martin and Thomas Vaiana aim to keep this fund's quantitative stock-picking models humming along well enough to beat the S&P 500 Index over the long haul. Read more

Kudos

Compared with its large-blend peers and the S&P 500 Index, the fund's long-term returns are strong.

Modest expenses help it maintain an edge.

Clear and disciplined strategy. Read more

Risks

The market has a way of catching up with quantitative stock-picking models if they are not constantly monitored and updated.

Won't dramatically outperform the bogy or peers over the long haul. Read more

Strategy

This fund keeps its sector weightings near the S&P 500 Index's, and managers use computers to try to pick better stocks in each sector. The fund's quantitative models look for low-valuation stocks that have growth potential as indicated by growth rates and other earnings and price-momentum factors. Read more

Management

William Martin and Thomas Vaiana lead the fund's portfolio-management team. Martin has worked on the fund since June 1997 and has been employed as a portfolio manager and analyst at American Century since 1989. Vaiana has been part of the management team since 2001 and has worked for American Century since 1997. Read more

Inside Scoop

Computer models pick this fund's stocks in an effort to outpace the S&P 500 Index without taking on more risk than the bogy. Sector weightings are generally kept in line with the benchmark's. Read more

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