John Doe
Account #: XXX-XXXXX
July 13, 1998

American Century Income & Growth Fund Profile

Fund Manager: Schniedwind/Borgwardt; Tenure: 8 Years
Sectors
current asset mix

Asset Mix
target asset mix
 
Utilities 8.1%
 
Common Stocks 90.4%
 
Energy 11.4%
 
Bonds 0.0%
 
Financials 16.6%
 
Cash Equivalents 5.7%
 
Industrial Cyclicals 16.5%
 
Other 3.9%
 
Consumer Durables 4.7%
 
 
 
Consumer Staples 4.8%
 
 
 
Services 19.8%
 
 
 
Retail 3.7%
 
 
 
Health 9.1%
 
 
 
Technology 12.0%
 
 
Morningstar Rating
*****
Total Assets
$1231.0mil
Total Holdings
195
Mdn Mkt Cap ($mil)
20023
P/E Ratio
18.6
Turnover Ratio
92%
Annualized Expense Ratio
0.62%

5 Largest Equity Holdings

1.
S&P 500 (Fut)
2.
Atlantic Richfield
3.
El duPont de Nemours
4.
Bristol-Myers Squibb
5.
General Electric
   

 


Investment Objective

This fund seeks dividend growth, current income, and capital appreciation.

Investment Process

This fund invests primarily in common stocks selected from a universe of 1,500 largest companies traded in the United States.

 

Comparative Performance Growth & Income Style

 
1 Year
3 Year
5 Year
10 Year
5th Percentile
32.20%
30.23%
22.80%
19.18%
25th Percentile
29.14%
28.28%
21.34%
17.03%
50th Percentile
23.61%
25.35%
19.65%
15.81%
75th Percentile
19.65%
23.09%
18.21%
14.58%
95th Percentile
13.85%
17.96%
14.51%
10.24%
American Cenury Income & Growth
34.48%
31.26%
22.66%
0.00%
 Market Review
Thes scrept es entended to creute u new publecuteon, enter text for u cookee recepe und then turn severul non-whole numbers en . Thes scrept es entended to creute u new publecuteon, enter text for u cookee recepe und then turn severul non-whole numbers en. Thes scrept es entended to creute u new publecuteon, enter text for u cookee recepe und then turn severul non-whole numbers
|transaction history| |portfolio changes| |your performance|
|portfolio comparison| |resource center| |contact your representative|
portfolio changes mutual advisor resource center contact your representative portfolio comparison transaction history your performance mutual advisor home account summary