Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ARDMX Insights | ARDMX Score | ARDMX Performance | ARDMX News | ARDMX Allocation | ARDMX Holdings Change

American Century One Choice 2040 A Fund (ARDMX)

Fund performance review and position details on American Century One Choice 2040 A Fund (ARDMX)

    Last Trade: $ on , Change: (0%)

American Century One Choice 2040 A Fund (ARDMX) HighlightAmerican Century One Choice 2040 A Fund (ARDMX) Fund Summary

American Century One Choice 2040 A Fund (ARDMX) statistics as of May 30, 2016

Category: Target-Date 2040
Fund Family: American Century Investments
Net Asset: $1.46B
Yield: 1.49%
Year-to-Date Return: 2.37%
Morningstar rating: 3

 

American Century One Choice 2040 A Fund (ARDMX) CostAmerican Century One Choice 2040 A Fund (ARDMX) Cost

American Century One Choice 2040 A Fund (ARDMX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Target-Date 2040 average): 0.45% (0.43%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 20.00%

 

American Century One Choice 2040 A Fund (ARDMX) PerformanceAmerican Century One Choice 2040 A Fund (ARDMX) Performance

Most current American Century One Choice 2040 A Fund (ARDMX) Performance

1-month Performance (Target-Date 2040 category median performance): 1.00% (0.81%)
3-month Performance (Target-Date 2040 category median performance): 7.28% (8.49%)
1 Year Performance (Target-Date 2040 category median performance): -2.73% (-3.60%)
3 Year Performance (Target-Date 2040 category median performance): 5.91% (5.77%)
5 Year Performance (Target-Date 2040 category median performance): 6.73% (6.00%)
Number of Years of positive return: 5 years
Number of Years of negative return: 2 years
3 year Alpha (Target-Date 2040 category average): 0.33 (-0.91)
3 year Beta (Target-Date 2040 category average): 1.2 (1.36)
3 year Sharpe Ratio: 0.7
3 year Treynor: 4.87

American Century One Choice 2040 A Fund (ARDMX) topholdingTop Stock Holdings in American Century One Choice 2040 A Fund (ARDMX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
American Century NT Diversified Bd Instl13.33%N/A
American Century NT Large Co Val Instl11.6%N/A
American Century NT Equity Growth Instl9.74%N/A
American Century NT Growth Institutional9.54%N/A
American Century NT Intl Gr Instl6.66%N/A
American Century NT Mid Cap Value Instl6.35%N/A
American Century NT Heritage Institution5.49%N/A
American Century Infl-Adj Bond Instl5.03%N/A
American Century NT Intl Val Instl4.9%N/A
American Century Global Bond Instl4.17%N/A
*Note: The price change will reset to 0 after the midnight

 

American Century One Choice 2040 A Fund (ARDMX) Portfolio AllocationAmerican Century One Choice 2040 A Fund (ARDMX) Fund Portfolio Allocation

American Century One Choice 2040 A Fund (ARDMX) Fund Portfolio Allocation data as of 03/2016

Stock70.35%
Bond23.64%
Cash5.54%
Other0.39%

 

American Century One Choice 2040 A Fund (ARDMX) CompareCompare with other Target-Date 2040 category mutual funds

Below are some additional Target-Date 2040 mutual funds generated out of our database

Fund1 Year3 year5 year
American Century One Choice 2040 A-2.735.916.73
American Funds 2040 Trgt Date Retire R6 (RFGTX)-1.527.928.42 Compare
Madison Target Retirement 2040 R6 (MFRRX)-0.936.697.09 Compare
American Funds 2040 Trgt Date Retire A (AAGTX)-1.917.538.04 Compare

See top fund managers for Target-Date 2040 Category Funds

 

American Century One Choice 2040 A Fund (ARDMX) PerformanceOther Financial Data Web Sites on American Century One Choice 2040 A Fund (ARDMX)

Addition research sites for American Century One Choice 2040 A Fund (ARDMX)

 

American Century One Choice 2040 A Fund (ARDMX) Related ResourcesSee more information on American Century One Choice 2040 A (ARDMX) Fund

Popular pages on American Century One Choice 2040 A (ARDMX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update