Morningstar

American Century Equity Income Inv TWEIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis TWEIX

Will TWEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TWEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TWEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TWEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Analyst Drew Carter

Drew Carter

Analyst

Summary

American Century Equity Income has been rowing against market currents since Brian Woglom became its lead manager in January 2023, but its defensive, income-focused process should deliver for investors once the tide turns.

by Drew Carter
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