American Century Value Fund
American Century has focused on the long term since its founding in the 1950s. It has been a good approach, as the firm has withstood the volatile swings of the past few decades.
One of the firm’s top funds is American Century Value (MUTF:TWVLX). Lead portfolio manager Phillip N. Davidson has been with the fund since 1993, and he invests in high-quality companies that have attractive valuations, minimal debt loads and sturdy dividends.
TWVLX wasn’t as sturdy as JILCX through the 2008 crisis, though it had much better success in the early-aughts downturn. It also has been a little bit better amid the bull market, with a 10%-plus return year-to-date, and it yields about 1.5% in dividends.
American Century Value has no load fee and charges 1.01% in expenses, and is rated 4 stars by Morningstar.