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American Century Disciplined Core Eq Inv (BEQGX)

39.51 -0.25 (-0.63%)
At close: 8:07:03 PM EST
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  • Previous Close 39.76
  • YTD Return 13.01%
  • Expense Ratio 0.65%
  • Category Large Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 1.96B
  • Beta (5Y Monthly) 0.98
  • Yield 0.41%
  • 5y Average Return --
  • Holdings Turnover 73.00%
  • Last Dividend 0.14
  • Inception Date Jul 18, 2001

The fund invests at least 80% of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.

American Century Investments

Fund Family

Large Blend

Fund Category

1.96B

Net Assets

2001-07-18

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

BEQGX
13.01%
Category
5.31%

1-Year Return

BEQGX
18.14%
Category
20.31%

3-Year Return

BEQGX
23.30%
Category
6.48%

5-Year Return

BEQGX
11.86%
Category
11.78%

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