Brian Woglom - Mid Cap Fund Manager
| AMVYX Fund | USD 15.46 0.03 0.19% |
Mr. Woglom, Portfolio Manager, was a member of the team that manages the fund since 2006. He joined American Century Investments in 2005 as an investment analyst and became a portfolio manager in 2012. He has a bachelors degree from Amherst College and an MBA from the Ross School of Business, University of Michigan. He is a CFA charterholder.
| Phone | 800-345-2021 |
Mid Cap Management Performance (%)
Similar Money Managers
| Found 10 records | One Year Return | ||
| Keith Lee | Select Fund A | N/A | |
| Jeffrey Bourke | Ultra Fund C | N/A | |
| Robert Gahagan | Short Term Government Fund | N/A | |
| Jeffrey Houston | Diversified Bond Fund | N/A | |
| Brian Garbe | Income Growth Fund | N/A | |
| Keith Lee | Select Fund Investor | N/A | |
| Justin Brown | Growth Fund Investor | N/A | |
| Gregory Woodhams | Growth Fund Investor | N/A | |
| Robert Gahagan | Short Term Government Fund | N/A | |
| Steven Rossi | Equity Growth Fund | N/A | |
Mid Cap Value Leadership Team
Elected by the shareholders, the Mid Cap's board of directors comprises two types of representatives: Mid Cap inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Mid. The board's role is to monitor Mid Cap's management team and ensure that shareholders' interests are well served. Mid Cap's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Mid Cap's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Phillip Davidson, Fund Manager | ||
| Brian Woglom, Fund Manager |
Mid Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Mid Cap a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 8.49 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 0.59 % | ||||
| One Year Return | 4.95 % | ||||
| Three Year Return | 4.55 % | ||||
| Five Year Return | 8.02 % | ||||
| Ten Year Return | 10.05 % | ||||
| Net Asset | 8.31 B | ||||
| Last Dividend Paid | 0.09 | ||||
| Cash Position Weight | 3.20 % |
Pair Trading with Mid Cap
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mid Cap position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mid Cap will appreciate offsetting losses from the drop in the long position's value.Moving together with Mid Mutual Fund
| 1.0 | AMDVX | Mid Cap Value | PairCorr |
| 0.85 | AMEIX | Equity Growth | PairCorr |
| 0.93 | AMGIX | Income Growth | PairCorr |
The ability to find closely correlated positions to Mid Cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mid Cap when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mid Cap - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mid Cap Value to buy it.
The correlation of Mid Cap is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mid Cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mid Cap Value moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mid Cap can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Mid Cap Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the CEOs Directory module to screen CEOs from public companies around the world.