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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, American Century Small Cap Value Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on strong tech selection and tactical value swaps like buying Arrow Electronics and adding to Evertec."
In the fourth quarter of 2025, the American Century Small Cap Value Fund returned -1.06% (Investor Class), underperforming the Russell 2000 Value Index which returned 3.26%. Performance was hindered by underweights in late-rallying health care and materials. However, information technology stock selection and the conscious avoidance of unprofitable biotech, bitcoin miners (MARA), and development-stage nuclear plays (Oklo) contributed positively. Notable transactions included initiating positions in Arrow Electronics and ArcBest while fully exiting Avnet and Patrick Industries.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
Growth Outlook
Market outlook remains above average conviction: The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
Risk Appetite
Risk appetite posture is moderate conviction: The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
Forward Guidance
Forward guidance signal: The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
Language Signal
Tone analysis indicates above average conviction language: The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
Perceived Risk
Perceived risk level is evaluated as moderate conviction. The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
Opportunity Density
Opportunity density index indicates above average conviction actionable entry points. The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
Time Horizon
Investment time horizon reflects a high conviction orientation. The Small Cap Value Fund returned -1.06% in Q4 2025, lagging its benchmark due to a high-quality underweight in unprofitable health care and material names, but it capitalized on s...
