Understand emerging markets opportunities and the American Century advantage.
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Phil Davidson, CFA
Michael Liss, CFA, CPA
Kevin Toney, CFA
Dan Gruemmer, CFA
9 Investment Analysts
2 Client Portfolio Managers
U.S. Value Yield is a bottom-up, low volatility strategy that combines a focus on high-quality securities, an emphasis on dividend-paying companies and a strategic use of convertibles to reduce both security-specific and total portfolio volatility.
As of 12/31/2018
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. Value Yield Equity composite includes portfolios that invest in the securities of companies of all market capitalization sizes that appear to be undervalued in the market with a focus on income-generating securities of primarily medium and large capitalization companies. 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.