Back to News
research

American Century Growth Fund Q4 2025 Commentary

Seeking Alpha
Loading...
1 min read
0 likes
⚡ Quantum Brief
Value stocks outperformed growth across all market caps in Q4 2025, reversing recent trends as investors favored stability over speculative bets. Large-cap stocks led gains, narrowly edging out small caps, while mid-caps posted slight declines amid shifting sector dynamics and economic uncertainty. Semiconductors and software underperformed, dragging on returns as supply chain constraints and demand slowdowns weighed on tech-heavy portfolios. Industrial stock picks hurt relative performance, likely due to cyclical pressures, while communication services selections drove outperformance on strong digital media growth. The fund remains focused on long-term capital growth in large U.S. companies, managed by CFA-led teams with decades of experience navigating volatile markets.
AI Audio Summary
0:00 / 0:00
Click to play
Untitled design (18).png
Quantum News · Media Library

American Century Investments44 FollowersFollow5ShareSavePlay(13min)CommentsSummaryValue outperformed growth across the market-capitalization spectrum. Large-cap stocks rose and slightly outperformed small-cap stocks, while mid-caps declined fractionally.Semiconductors, software were areas of weakness. Stock choices in industrials weighed on relative returns.Stock selection in communication services helped drive outperformance. mapo/iStock via Getty Images Goal and Strategy Long-term capital growth by investing primarily in large U.S. companies.

Portfolio Management Team Start Date Start Date Name Industry Company Joe Reiland, CFA 1995 2000 Justin Brown, CFA 1993 This article was written byAmerican Century Investments44 FollowersFollowAmerican Century Investments is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. Note: This account is not managed or monitored by American Century Investments, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use American Century Investments' official channels.

Read Original

Source Information

Source: Seeking Alpha

Discussion

0 professional contributions

Sign in to join this professional discussion.

Be the first to add a constructive contribution.