American Century Small Cap Value Fund Q4 2024 Commentary
2025-02-18 23:00:00 ET
Summary
- Despite persistent inflation and continued strength in the economy, the Federal Reserve cut interest rates twice, totaling 0.5%, after an initial 0.5% interest rate cut in September.
- Stock selection within the sector hindered results. Axcelis Technologies and Amkor Technology underperformed on investor concerns about weakness in semiconductor capital spending.
- The portfolio seeks to invest in small-cap companies where we believe the valuation does not reflect the quality and normal earnings power of the company.
Average Annual Total Returns for Period Ended 12/31/2024
Class | Qtr(%) | 1 Year(%) | 3 Year(%) | 5 Year(%) | 10 Year(%) | Since Inception(%) | Inception Date | Gross Expense Ratio(%) |
Investor | 0.07 | 7.20 | 2.00 | 9.62 | 9.01 | 10.82 | 7/31/98 | 1.09 |
I | 0.04 | 7.42 | 2.18 | 9.83 | 9.22 | 11.29 | 10/26/98 | 0.89 |
R5 | 0.04 | 7.41 | 2.20 | 9.84 | 9.22 | 8.84 | 4/10/17 | 0.89 |
R6 | 0.18 | 7.58 | 2.36 | 10.01 | 9.39 | 9.58 | 7/26/13 | 0.74 |
Russell 2000 Value Index | -1.06 | 8.05 | 1.94 | 7.29 | 7.14 | - | - | - |
Read the full article on Seeking Alpha
For further details see:
American Century Small Cap Value Fund Q4 2024 CommentaryNASDAQ: EMBC
EMBC Trading
-0.11% G/L:
$8.79 Last:
173,581 Volume:
$8.83 Open:



