American Century Mid Cap Value Fund (AMVRX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
American Century Mid Cap Value Fund (AMVRX) trades at $16.99. American Century Mid Cap Value Fund (AMVRX) invests primarily in medium-sized companies within the Russell 3000® Index, excluding the top 100. Market cap: $5.63B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for AMVRX: AMVRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates AMVRX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on AMVRX.
How is this calculated? →American Century Mid Cap Value Fund (AMVRX) Financial Services Profile
American Century Mid Cap Value Fund (AMVRX) focuses on medium-sized companies, utilizing a value-oriented investment approach within the asset management sector. With a $5.63B market cap and a beta of 0.71, the fund seeks to generate returns by investing in undervalued mid-cap stocks, primarily within the Russell 3000® Index.
What Is the Investment Thesis for AMVRX?
American Century Mid Cap Value Fund presents a notable research candidate for investors seeking exposure to mid-cap equities with a value-oriented approach. With a market capitalization of $5.63B and a beta of 0.71, the fund offers a diversified portfolio of medium-sized companies within the Russell 3000® Index. The fund's strategy of investing at least 80% of its assets in this segment allows it to capture potential growth opportunities while mitigating risk through diversification. Key value drivers include the fund's experienced portfolio managers, its adherence to a disciplined value investing philosophy, and its access to the research and resources of American Century Investments. Upcoming catalysts include potential market corrections that could create attractive entry points for undervalued mid-cap stocks. However, potential risks include market volatility and the possibility of underperformance relative to benchmark indices.
Based on FMP financials and quantitative analysis
AMVRX Key Highlights
The fund invests at least 80% of its net assets in medium size companies.
- The fund's investment universe is defined by the market capitalization range of the Russell 3000® Index, excluding the largest 100 companies.
- The fund's market cap stands at $6.26B, reflecting its significant presence in the mid-cap space.
- The fund's beta is 0.71, indicating lower volatility compared to the overall market.
- The fund does not offer a dividend yield, focusing instead on capital appreciation.
Who Are AMVRX's Competitors?
AMVRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| MAMAX MFS Moderate Allocation Fund | $21.14 | -0.33% | $6.52B | 44 |
| PRHYX T. Rowe Price High Yield Fund | $5.89 | -0.17% | $6.33B | 44 |
| PRIDX T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund | $85.07 | -0.18% | $6.72B | 46 |
| SEMVX Hartford Schroders Emerging Markets Equity Fund | $29.16 | +1.00% | $8.34B | 47 |
| TESIX Franklin Mutual Shares Fund | $28.53 | +1.31% | $7.05B | 46 |
| HLNE Hamilton Lane Incorporated | $104.06 | -0.76% | $5.78B | 90 |
| OTF Blue Owl Technology Finance Corp. | $11.16 | +0.36% | $5.16B | 75 |
| FHI Federated Hermes, Inc. | $63.13 | -1.33% | $4.79B | 98 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AMVRX's Key Strengths?
Experienced portfolio managers.
- Disciplined value investing approach.
- Established brand of American Century Investments.
- Diversified portfolio of mid-cap stocks.
What Are AMVRX's Weaknesses?
Dependence on market conditions.
- Potential for underperformance relative to benchmark indices.
- Limited geographic diversification.
- Lack of dividend yield may deter some investors.
What Could Drive AMVRX Stock Higher?
Potential market corrections creating attractive entry points for undervalued mid-cap stocks.
- Increasing demand for ESG investments driving inflows into sustainable funds.
- Strategic partnerships with fintech platforms expanding distribution capabilities.
What Are the Key Risks for AMVRX?
Market volatility impacting fund performance.
- Increased competition from other asset management firms.
- Changes in interest rates and economic conditions.
- Regulatory changes affecting the asset management industry.
What Are the Growth Opportunities for AMVRX?
- Expansion into ESG Investing: American Century Mid Cap Value Fund can capitalize on the growing demand for ESG (Environmental, Social, and Governance) investments. By integrating ESG factors into its investment process, the fund can attract socially responsible investors and differentiate itself from competitors. This involves developing a clear ESG framework and marketing its commitment to sustainable investing to attract new investors seeking both financial returns and positive social impact.
- Strategic Partnerships with Fintech Platforms: Collaborating with fintech platforms can enhance AMVRX's distribution capabilities and reach a broader investor base. Fintech platforms offer innovative ways to access and engage with investors, particularly millennials and Gen Z, who are increasingly using digital channels for investment management. By partnering with these platforms, AMVRX can offer its mid-cap value fund to a wider audience and increase its assets under management. This includes integrating AMVRX's fund into fintech apps and robo-advisors to provide investors with easy access to its investment products.
- Development of Thematic Investment Products: Creating thematic investment products focused on specific sectors or trends can attract investors seeking targeted exposure to high-growth areas of the market. For example, AMVRX could launch a fund focused on technology, healthcare, or renewable energy, aligning its investment strategy with emerging market trends. Thematic investing is gaining popularity as investors seek to capitalize on specific opportunities and express their investment preferences. This involves conducting thorough research to identify promising themes and developing investment strategies that align with these trends.
- Geographic Expansion into Emerging Markets: Expanding its investment scope into emerging markets can provide AMVRX with access to new growth opportunities and diversification benefits. Emerging markets offer higher growth potential compared to developed markets, driven by factors such as rising incomes, urbanization, and technological advancements. By investing in mid-cap companies in emerging markets, AMVRX can tap into these growth drivers and generate attractive returns for its investors. This requires establishing a local presence, conducting due diligence on potential investments, and managing the risks associated with investing in emerging markets.
- Enhancing Investor Education and Engagement: Providing investors with educational resources and engaging content can build trust and loyalty, leading to increased assets under management. AMVRX can create educational materials, such as webinars, articles, and videos, to help investors understand its investment strategy and the benefits of investing in mid-cap value stocks. By empowering investors with knowledge, AMVRX can foster long-term relationships and attract new clients. This includes developing a comprehensive investor education program and leveraging digital channels to reach a wider audience.
What Are AMVRX's Competitive Advantages?
- Established brand and reputation of American Century Investments.
- Experienced portfolio managers with a proven track record.
- Disciplined value investing approach.
- Access to research and resources of American Century Investments.
What Does AMVRX Do?
American Century Mid Cap Value Fund (AMVRX) is an asset management fund that focuses on investing in mid-sized companies. The fund operates under the principle of investing at least 80% of its net assets in companies that fall within the market capitalization range of the Russell 3000® Index, excluding the 100 largest companies. This strategy allows the fund to target companies that are believed to be undervalued and have the potential for growth. The fund's investment decisions are guided by portfolio managers who conduct thorough research and analysis to identify suitable investment opportunities. The fund's approach is rooted in a value investing philosophy, seeking companies with strong fundamentals but are currently trading at prices below their intrinsic value. By focusing on mid-cap companies, AMVRX aims to capture the growth potential of companies that are past the initial startup phase but still have significant room for expansion. The fund's investment scope is primarily within the United States, reflecting its focus on the Russell 3000® Index. American Century Investments, the parent company, has a long history in the asset management industry, providing AMVRX with a robust platform and resources to execute its investment strategy effectively. The fund's performance is benchmarked against relevant mid-cap indices to assess its ability to generate returns for its investors.
What Products and Services Does AMVRX Offer?
- Invests in medium-sized companies within the Russell 3000® Index, excluding the top 100.
- Applies a value-oriented investment approach to identify undervalued companies.
- Manages a diversified portfolio of mid-cap stocks to mitigate risk.
- Conducts thorough research and analysis to select investment opportunities.
- Aims to generate long-term capital appreciation for its investors.
- Benchmarks performance against relevant mid-cap indices.
- Operates within the asset management industry, subject to regulatory oversight.
How Does AMVRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is driven by investment performance and net inflows from investors.
- Expenses include portfolio management fees, administrative costs, and marketing expenses.
What Industry Does AMVRX Operate In?
American Century Mid Cap Value Fund operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund's focus on mid-cap value stocks positions it within a specific niche of the market, targeting companies that are often overlooked by larger institutional investors. The competitive landscape includes other asset management firms offering similar mid-cap value strategies. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from retirement savers and institutional investors.
Who Are AMVRX's Key Customers?
- Individual investors seeking exposure to mid-cap equities.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth managers.
- Retirement savers looking for long-term growth opportunities.
AMVRX Valuation & Market Position
With a $5.63B market cap, American Century Mid Cap Value Fund sits in the mid-cap segment of the market.
Key Financial Metrics
Return on equity for American Century Mid Cap Value Fund stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. AMVRX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
AMVRX Financials
Bull Case vs Bear Case
Bull Case
- AMVRX's focus on mid-cap value stocks positions it well if the market shifts away from growth.
- Recent community discussions highlight positive sentiment around the fund's consistent dividend payouts, suggesting investor confidence in its stability.
- Insider activity, if showing increased buying, could signal management's belief in the fund's future prospects.
- The fund's value-oriented strategy may attract investors seeking shelter from potential market volatility.
Bear Case
- Community sentiment reveals concerns about the fund's exposure to specific sectors that are currently facing headwinds.
- If insider activity indicates selling, it could suggest a lack of confidence in the fund's short-term performance.
- Market perception of value stocks might be negative if growth stocks continue to outperform.
- The fund's mid-cap focus carries inherent risks, especially if smaller companies struggle in the current economic climate.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
AMVRX Latest News
No recent news available for AMVRX.
AMVRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AMVRX.
Price Targets
Wall Street price target analysis for AMVRX.
AMVRX MoonshotScore
What does this score mean?
The MoonshotScore rates AMVRX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
AMVRX Financial Services Stock FAQ
What does American Century Mid Cap Value Fund do?
American Century Mid Cap Value Fund (AMVRX) is designed to provide investors with exposure to medium-sized companies that are considered undervalued. The fund invests at least 80% of its net assets in companies within the market capitalization range of the Russell 3000® Index, excluding the 100 largest.
What are the main risks for AMVRX?
The main risks for American Century Mid Cap Value Fund include market volatility, which can impact the fund's performance and net asset value. Increased competition from other asset management firms offering similar mid-cap value strategies poses a threat to the fund's ability to attract and retain assets.
What are the key factors to evaluate for AMVRX?
Evaluate AMVRX on fundamentals, analyst consensus, and risk factors. American Century Mid Cap Value Fund presents a notable research candidate for investors seeking exposure to mid-cap equities with a value-oriented approach. Not financial advice.
How frequently does AMVRX data refresh on this page?
AMVRX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven AMVRX's recent stock price performance?
American Century Mid Cap Value Fund (AMVRX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced portfolio managers. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AMVRX overvalued or undervalued right now?
American Century Mid Cap Value Fund (AMVRX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research AMVRX before investing?
Before investing in American Century Mid Cap Value Fund (AMVRX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding AMVRX to a portfolio?
Key strength of American Century Mid Cap Value Fund (AMVRX): Experienced portfolio managers. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for AMVRX.