- What does AVUAX invest in?
- Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalizations at the time of purchase are within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies.
- What is the expense ratio of AVUAX?
- American Century Mid Cap Value I (AVUAX) charges an expense ratio of 0.77%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is AVUAX?
- American Century Mid Cap Value I (AVUAX) manages $5.66B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is AVUAX actively managed or an index fund?
- AVUAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (AVUAX's is 0.77%) because there's no security selection cost.
- When was AVUAX launched?
- American Century Mid Cap Value I (AVUAX) launched in August 2004 and is managed by the fund issuer.
- How has AVUAX performed?
- AVUAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
