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

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

American Century One Choice 2040 Instl Fund (ARDSX)

Fund performance review and position details on American Century One Choice 2040 Instl Fund (ARDSX)

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

American Century One Choice 2040 Instl Fund (ARDSX) HighlightAmerican Century One Choice 2040 Instl Fund (ARDSX) Fund Summary

American Century One Choice 2040 Instl Fund (ARDSX) statistics as of May 30, 2016

Category: Target-Date 2040
Fund Family: American Century Investments
Net Asset: $1.46B
Yield: 1.94%
Year-to-Date Return: 2.63%
Morningstar rating: 5

 

American Century One Choice 2040 Instl Fund (ARDSX) CostAmerican Century One Choice 2040 Instl Fund (ARDSX) Cost

American Century One Choice 2040 Instl Fund (ARDSX) various investment related cost

Initial Investment: 5,000,000
Total Expense Ratio (Target-Date 2040 average): 0.00% (0.43%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 20.00%

 

American Century One Choice 2040 Instl Fund (ARDSX) PerformanceAmerican Century One Choice 2040 Instl Fund (ARDSX) Performance

Most current American Century One Choice 2040 Instl Fund (ARDSX) Performance

1-month Performance (Target-Date 2040 category median performance): 1.00% (0.81%)
3-month Performance (Target-Date 2040 category median performance): 7.45% (8.49%)
1 Year Performance (Target-Date 2040 category median performance): -2.35% (-3.60%)
3 Year Performance (Target-Date 2040 category median performance): 6.39% (5.77%)
5 Year Performance (Target-Date 2040 category median performance): 7.20% (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): 0.78 (-0.91)
3 year Beta (Target-Date 2040 category average): 1.2 (1.36)
3 year Sharpe Ratio: 0.75
3 year Treynor: 5.27

American Century One Choice 2040 Instl Fund (ARDSX) topholdingTop Stock Holdings in American Century One Choice 2040 Instl Fund (ARDSX)

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 Instl Fund (ARDSX) Portfolio AllocationAmerican Century One Choice 2040 Instl Fund (ARDSX) Fund Portfolio Allocation

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

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

 

American Century One Choice 2040 Instl Fund (ARDSX) 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 Instl-2.356.397.20
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 Instl Fund (ARDSX) PerformanceOther Financial Data Web Sites on American Century One Choice 2040 Instl Fund (ARDSX)

Addition research sites for American Century One Choice 2040 Instl Fund (ARDSX)

 

American Century One Choice 2040 Instl Fund (ARDSX) Related ResourcesSee more information on American Century One Choice 2040 Instl (ARDSX) Fund

Popular pages on American Century One Choice 2040 Instl (ARDSX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update