Nasdaq - Delayed Quote
USD
American Century Disciplined Core Eq Inv (BEQGX)
39.51
-0.25
(-0.63%)
At close: November 2 at 6:52:02 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.00% |
|---|---|
| 5y Average Return | 10.20% |
| Number of Years Up | 26 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 32.94% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 32.94% |
| Worst 3Y Total Return | 3.75% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BEQGX
Category
- YTD
- 13.01%
- 5.31%
- 1-Month
- -0.71%
- -4.19%
- 3-Month
- 4.35%
- 3.90%
- 1-Year
- 18.14%
- 20.31%
- 3-Year
- 23.30%
- 6.48%
- 5-Year
- 11.86%
- 11.78%
- 10-Year
- 13.31%
- 10.96%
- Last Bull Market
- 27.15%
- 25.56%
- Last Bear Market
- -17.01%
- -15.11%
Annual Total Return (%) History
Year
BEQGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-5.63% | 14.77% | 4.35% | -- |
|
2025
|
-6.50% | 11.29% | 8.87% | 4.54% |
|
2024
|
11.65% | 3.37% | 4.67% | 3.23% |
|
2023
|
4.93% | 8.33% | -2.61% | 12.33% |
|
2022
|
-6.02% | -17.01% | -6.09% | 5.26% |
|
2021
|
8.51% | 6.33% | 0.17% | 9.47% |
|
2020
|
-18.95% | 20.36% | 7.11% | 9.59% |
|
2019
|
14.21% | 3.56% | 0.96% | 7.48% |
|
2018
|
0.47% | 2.88% | 6.64% | -15.00% |
|
2017
|
6.65% | 2.15% | 4.79% | 6.74% |
Rank in Category (By Total Return)
| YTD | 24 |
| 1-Month | 47 |
|---|---|
| 3-Month | 7 |
| 1-Year | 12 |
| 3-Year | 16 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 18.14% |
| 3-Year | 23.30% |
|---|---|
| 5-Year | 11.86% |
| 10-Year | 13.31% |
Performance & Risk
| YTD Return | 12.00% |
| 5y Average Return | 10.20% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | American Century Investments |
| Net Assets | 1.96B |
| YTD Return | 13.01% |
| Yield | 0.41% |
| Morningstar Rating | |
| Inception Date | Jul 18, 2001 |
Fund Summary
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.
