American Century Equity Income Fund I Class (ACIIX)

Overview

The investment approach of this entity is focused on selecting equity securities of companies that have a consistent and favorable history of income payments, with an outlook for these payments to either continue or see an increase. In addition to income generation, the portfolio managers are in pursuit of equity securities that they consider to be undervalued, presenting a potential for price appreciation. This dual focus aims to provide investors with a balanced opportunity for both income and growth. Acknowledging the global landscape of investment opportunities, the entity also allocates a portion of its assets to foreign securities, provided they meet the stringent selection criteria set by the portfolio managers. This strategy suggests a comprehensive approach, blending income, value, and international diversification, to construct a portfolio that aims to meet various investor objectives.

Products and Services

The company's products and services are designed to cater to investors looking for income generation, value investment, and exposure to international markets. Each of these offerings is detailed below:

• Income-Generating Equity Securities: Focusing on companies with a solid history of paying income, this product aims to provide investors with a steady stream of earnings. The selection is based on the ability of these companies to continue or increase their income payments over time, making it an attractive option for income-focused investors.
• Value Investment Opportunities: Identifying undervalued equity securities forms the core of this offering. The investment targets are companies that are believed to be priced below their intrinsic value but have the potential for price appreciation. This approach is tailored for investors who are looking for growth opportunities through value investing.
• International Equity Exposure: Recognizing the potential for higher returns and diversification, a portion of the portfolio is dedicated to foreign securities that meet the portfolio managers' selective criteria. This service provides investors with access to international markets, offering a broader range of investment opportunities beyond domestic equities.