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Steven Rossi, CFA, FRM
5 Investment Analysts
2 Client Portfolio Managers
U.S. Disciplined Large Cap Core 130/30 utilizes a quantitative model multi-factor model to construct a portfolio that typically has 130% of assets in long equity positions and 30% of assets in short equity positions in large capitalization companies.
As of 12/31/2018
Sources: Standard & Poor's, FactSet
Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.
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For purposes of compliance with the Global Investment Performance Standards ("GIPS®"), the Firm is defined as American Century Investment Management, Inc. ("ACIM"). ACIM claims compliance with GIPS®. The U.S. Disciplined Large Cap Core 130/30 composite includes portfolios that typically invest approximately 130% of assets in long equity positions and 30% of assets in short equity positions in large capitalization companies, utilizing a quantitative model combining growth, momentum, and value factors to model expected returns and an optimization process to construct portfolios. Index futures (and currency forwards and futures, where applicable or appropriate) are occasionally used to equitize cash and manage portfolio risk. Other derivative instruments may be used, as allowed, as part of the investment strategy. Returns are calculated and stated in U.S. dollars and may increase or decrease as a result of currency fluctuation.
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