Disciplined Value Fund

American Century Quantitative Equity Funds, Inc. · 6 share classes

Actively managed U.S. equity fund
One fund, 6 share classes:BIGRXAMADXAMGIXACGCXAICRXAICGX
$2.06B NAV
194 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

Disciplined Value Fund is an actively managed U.S. equity fund. 12% of BIGRX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 99% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The fund seeks long-term capital growth by investing in common stocks.

Strategy · summarised

The fund uses quantitative and qualitative screening to select large-cap U.S. stocks based on valuation, quality, growth, and sentiment, with the goal of generating dividend yield above the S&P 500 Index. Portfolio managers review the quantitative model output alongside economic events, corporate announcements, and risk considerations to construct a balanced portfolio. Stocks are sold when they become less attractive relative to alternatives, present unfavorable risk-return tradeoffs, or face material changes in prospects.

Expenses
0.45% 1.65%across 6 share classes
Share classExpense ratio
BIGRX0.65%
AMADX0.90%
AMGIX0.45%
ACGCX1.65%
AICRX1.15%
AICGX0.45%

Portfolio turnover 85.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.97%
of net assets
Stocks99.58%
Cash & short-term0.40%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology21.9%
Financials19.4%
Health Care14.5%
Industrials12.9%
10 smaller31.4%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
12%of stock holdings in top-quartile growers
covering 99% of the fund’s equity
Earnings growth
20%of stock holdings in top-quartile growers
covering 92% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 41 new41 exited

Largest new: GD, INTC, DELL, Anglogold Ashanti Plc, TLN, State Street Bank & Trust Co, NOW, AOS

Largest exited: IBM, DHI, State Street Bank & Trust Co, APTV, NXT, HST, CI, PSA

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+29.65%+54.81%+43.57%10.72%-10.72%
+29.33%+53.69%+41.78%10.70%-10.82%
+29.94%+55.76%+45.02%10.72%-10.65%
+28.40%+50.24%+36.58%10.74%-11.12%
+29.02%+52.55%+40.03%10.71%-10.91%
+29.89%+55.74%+44.99%10.72%-10.64%

These classes hold the same portfolio, so the 8.44pp spread over 5 years is the cost difference between them — roughly 1.69pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Amazon.com IncAMZN4.37%$89.96M
Apple IncAAPL3.68%$75.70M
Johnson & JohnsonJNJ3.33%$68.44M
JPMorgan Chase & CoJPM3.17%$65.12M
Merck & Co IncMRK2.55%$52.38M
Microsoft CorpMSFT2.38%$48.92M
Citigroup IncC2.04%$41.91M
The Progressive CorpPGR1.76%$36.19M
US BancorpUSB1.74%$35.84M
Cummins IncCMI1.72%$35.45M
Showing 10 of 194Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 26.74% of net assets, top 25 45.85%, across 193 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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