Morningstar

American Century Global Small Cap C AGCHX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 17.51  /  +0.98 %
  • Total Assets 90.7 Mil
  • Adj. Expense Ratio
    2.110%
  • Expense Ratio 2.110%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 130%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis AGCHX

Will AGCHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AGCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AGCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in American Century Global Small Cap C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings AGCHX

More AGCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ADMA Biologics Inc

1.59 1.3 Mil
Healthcare

Capstone Copper Corp

1.56 1.3 Mil
Basic Materials

ASICS Corp

1.55 1.3 Mil
Consumer Cyclical

Intermediate Capital Group PLC

1.45 1.2 Mil
Financial Services

Onto Innovation Inc

1.38 1.2 Mil
Technology

BPER Banca SpA

1.38 1.2 Mil
Financial Services

Mebuki Financial Group Inc

1.29 1.1 Mil
Financial Services

SPIE SA Act.

1.27 1.1 Mil
—

Modine Manufacturing Co

1.25 1.0 Mil
Consumer Cyclical

ATI Inc

1.22 1.0 Mil
Industrials

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