U.S. All Cap Growth

Summary

STRATEGY FACTS

As of 12/31/2018 tooltip

When Listed:

Mutual funds and CIT only available in the United States.

SICAVs only available in certain non-U.S. countries. Please check country availability.

Available Vehicles Separate Account
Mutual Fund
Investment Universe U.S. All Cap Growth Equity
Benchmark Russell 3000® Growth Index
Inception Date 10/01/2008
Total Assets $1.01 B

TARGET

Tracking Error 4% - 8% over a standard market cycle
Excess Return 2% - 4% over a standard market cycle

INVESTMENT TEAM

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Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Gregory Woodhams, CFA

Joe Reiland, CFA

5 Investment Analysts

2 Client Portfolio Managers

Documents & Resources

N/A

 

The U.S. All Cap Growth strategy follows the belief that the anticipation and early recognition of accelerating growth rates combined with improving relative price strength helps identify companies near the beginning of their fundamental improvement cycle and extended periods of excess returns.

Our time-tested philosophy of growth investing:

  • Centers on the belief that accelerating growth in earnings and revenues, rather than the absolute level of growth, is more highly correlated to stock price performance.
  • Directs us to research different companies than other growth managers, as we do not require an absolute threshold of earnings or revenue growth.
  • Allows us to take advantage of both the normal price appreciation that results from a company's earnings growth and the market's re-rating of a company's price-to-earnings multiple.

Performance

As of 12/31/2018

  COMPOSITE PERFORMANCE IN USD (%)
  QTR YTD 1 YR 3 YR* 5 YR* Since Inception*
U.S. All Cap Growth (gross) -16.65% -2.12% -2.12% 8.67% 8.86% 14.54%
U.S. All Cap Growth (net) -16.87% -3.11% -3.11% 7.85% 8.08% 13.65%
Standard Deviation --- --- 17.72% 12.71% 12.37% 14.79%
Sharpe Ratio --- --- -0.22 0.60 0.67 0.96
Russell 3000 Growth -16.33% -2.12% -2.12% 10.85% 9.99% 15.15%
Excess Return -0.32% 0.00% 0.00% -2.18% -1.13% -0.61%
Tracking Error --- --- 1.53% 2.17% 2.36% 3.18%
Information Ratio --- --- 0.00 -1.01 -0.48 -0.19

*Annualized

Sources: Frank Russell Co., 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.

For a presentation that complies with the GIPS® standards, click here .

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. All Cap Growth Equity composite includes portfolios that invest in the equity of small, mid and large capitalization companies that are demonstrating improving growth rates. 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.

The Russell 3000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.