American Century Equity Income Investor Class
TWEIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 4500 Main Street Kansas City MO United States of America 64111
- IPO Date
- Jul 29, 1994
- CIK
- 0000908186
- Website
- americancentury.com
- Similar Companies
- Business
- American Century Equity Income Investor Class (TWEIX) is a mutual fund offered by American Century Investments that seeks current income and long-term capital appreciation by investing primarily in undervalued domestic equity securities with strong income-paying histories, including dividend-paying stocks, convertible securities, and preferred stocks; it may allocate a portion of assets to foreign securities meeting the portfolio managers' selection criteria. The fund emphasizes large-cap value stocks across sectors such as finance, health care, industrials, energy, and utilities, with additional exposure to non-U.S. stocks, cash equivalents, and fixed-income instruments like bonds to manage downside risk and enhance yield. Managed by a team including Michael Liss (since 1998), Kevin Toney (since 2003), Brian Woglom (since 2019), and Paul Howanitz (since 2022), it maintains a net expense ratio of 0.94%, minimum initial investments of $2,500 for non-retirement accounts ($1,000 for IRAs), and benchmarks performance against the Russell 3000 Value Index. American Century Investments, the fund's sponsor, was founded in 1958 as Twentieth Century Mutual Funds by James E. Stowers Jr. in Kansas City, Missouri, where it maintains headquarters at 4500 Main Street; the firm rebranded to its current name in 1997 and operates globally with approximately 1,400 employees across offices in New York, London, Hong Kong, and Sydney. As an independent investment management firm, it serves individual investors, financial professionals, institutions, and corporations through a broad array of products including mutual funds, exchange-traded funds (ETFs), and retirement solutions, with a performance-driven culture and ownership linked to the Stowers Institute for Medical Research, which has received over $2 billion in dividends since 2000 to fund biomedical research. The Equity Income Fund, launched in August 1994, represents a key offering in the firm's large value category, with total net assets of approximately $6.79 billion and Investor Class share class size of $2.85 billion as of recent data. In recent developments, American Century Investments achieved a milestone in September 2025 by surpassing $300 billion in assets under supervision for the first time since its founding, driven by client-focused growth, product innovation such as semi-transparent active ETFs and ESG-focused funds, and sustained performance amid market shifts toward value investing. The firm issued its first 2026 investment outlook in December 2025, emphasizing opportunities in diversification and innovation, while its Q3 2025 portfolio adjustments highlighted sector rotations into industrials, health care, energy, small-cap, and non-U.S. equities to capitalize on value resurgence. Nomura Holdings maintains a longstanding strategic partnership since 2016, holding a 41% economic interest that facilitates cross-distribution of products in Japan, Asia, and the U.S., enhancing global reach without recent changes to fund management or structure for TWEIX.