- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 4500 Main Street Kansas City MO United States of America 64111
- IPO Date
- Dec 17, 1990
- Business
- American Century Disciplined Core Value Fund - Investor Class (BIGRX) is an open-end mutual fund managed by American Century Investments that seeks total return by investing primarily in a portfolio of common stocks of large capitalization, publicly traded U.S. companies deemed undervalued according to quantitative models assessing valuation, quality, growth, and sentiment metrics; the fund employs a multi-step quantitative and qualitative process with approximately 193 holdings, including top positions in JPMorgan Chase & Co., Johnson & Johnson, Verizon Communications Inc., Berkshire Hathaway Inc., and Gilead Sciences Inc., representing over 23% of assets, and features a net expense ratio of 0.66%, quarterly dividend distributions yielding 1.36%, and an annual turnover rate of 67%. The Investor Class shares, traded on NASDAQ with a minimum initial investment of $2,500 ($1,000 for IRAs), benchmark performance against the Russell 1000 Value Index and maintain total net assets of approximately $1.87 billion as of recent data. Launched on December 17, 1990, the fund operates within the large value category and is domiciled in the United States, with portfolio management led by Yulin Long (since August 2020), Stephen Quance (since August 2023), and Mattia Bacciardi (since May 2025).
American Century Investments, the fund family provider founded in 1958 and headquartered at 4500 Main Street in Kansas City, Missouri, manages the fund alongside a broad array of mutual funds, ETFs, and institutional separate accounts for individual, institutional, and advisor clients focused on delivering superior long-term risk-adjusted returns. The firm maintains global operations through offices in New York, London, Hong Kong, Sydney, and other locations, integrating financially material sustainability factors into many investment processes while directing over 40% of profits to support biomedical research at the Stowers Institute for Medical Research.
In recent developments, American Century Investments completed its strategic transaction with 3x5 Partners in September 2023, integrating the venture capital team's expertise to establish private markets capabilities focused on early-stage growth in healthcare and climate solutions, enhancing offerings for institutional and high-net-worth clients. Portfolio management for BIGRX saw the addition of Mattia Bacciardi in May 2025, alongside recent dividend adjustments including a quarterly payout of $0.1294 ex June 24, 2025, reflecting ongoing operational refinements amid a YTD total return of 13.21% as of November 26, 2025. Nomura Holdings maintains a longstanding non-controlling 41% economic interest in American Century Investments since 2016, supporting cross-distribution of products in Japan and the U.S..