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

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

American Century Strat Allc: Agrsv Instl (AAAIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Strat Allc: Agrsv Instl (AAAIX) Fund

    Last Trade: $8.06 on 4/21/2017, Change: -0.01 (-0.12%)

 

Graph of American Century Strat Allc: Agrsv Instl Fund (AAAIX) ManagerFund Manager - Scott Wittman

Fund Manager Information

Fund Manager Tenure: 7.9 years
Similar Funds: AAARX 
Fund Family: American Century Investments
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of American Century Strat Allc: Agrsv Instl Fund (AAAIX) ProfileAmerican Century Strat Allc: Agrsv Instl Fund (AAAIX) Profile

Fund Profile and Description

American Century Strat Allc: Agrsv Instl Fund seeks long-term capital growth with a small amount of regular income. American Century Strat Allc: Agrsv Instl Fund usually holds 79% of assets in equities, 20% in bonds, and 1% in cash equivalents. Management diversifies the equity investments among small, medium and large companies. It invests the bond portion in investment-grade securities. American Century Strat Allc: Agrsv Instl Fund may invest up to 10% of assets in below investment-grade (high-yield) securities.

 

American Century Strat Allc: Agrsv Instl (AAAIX) Fund Strength What we like about American Century Strat Allc: Agrsv Instl (AAAIX) Fund

Data for American Century Strat Allc: Agrsv Instl Fund (AAAIX) as of May 30, 2016

  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) management has been with American Century Strat Allc: Agrsv Instl Fund for 7.9 years
  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) has good short-term performance (1-year return -3.52% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) has good mid-term performance (3-year return 6.11% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) has good Long-term performance (5-year return 6.70% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) ratio of up-years vs down years is greater than 2
  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) has a Morningstar rating of 4 and above
  • Asset base in American Century Strat Allc: Agrsv Instl Fund (AAAIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Strat Allc: Agrsv Instl Fund (AAAIX) Weakness What we are cautious about American Century Strat Allc: Agrsv Instl (AAAIX) Fund

Data for American Century Strat Allc: Agrsv Instl Fund (AAAIX) as of May 30, 2016

  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) has an annual stock turnover rate of 94.00% that is higher than the Allocation--70% to 85% Equity average of 58.10%. This could mean American Century Strat Allc: Agrsv Instl is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.67 that is higher than category average of 9.46
  • American Century Strat Allc: Agrsv Instl Fund (AAAIX) has a higher expense ratio of 0.93% than its Allocation--70% to 85% Equity average of 0.90%
See American Century Strat Allc: Agrsv Instl Fund (AAAIX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Strat Allc: Agrsv Instl Fund (AAAIX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Strat Allc: Agrsv Instl2.45-3.526.116.70
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare American Century Strat Allc: Agrsv Instl Fund (AAAIX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of American Century Strat Allc: Agrsv Instl Fund (AAAIX) Net Asset TrackingAmerican Century Strat Allc: Agrsv Instl (AAAIX) Fund Net Asset

Track net asset change of American Century Strat Allc: Agrsv Instl fund (AAAIX)

DateNet Asset
05/2016$989.39M
03/2016$989.34M
02/2016$936.07M
More historic net asset information on American Century Strat Allc: Agrsv Instl Fund (AAAIX)

  

Graph of American Century Strat Allc: Agrsv Instl Fund (AAAIX) Portfolio TrackingAmerican Century Strat Allc: Agrsv Instl (AAAIX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Strat Allc: Agrsv Instl fund (AAAIX)

DateCashStockBondOther
03/20161.98%78.72%18.52%0.76%
12/20151.52%79.58%18.25%0.63%
09/20151.54%78.5%18.85%1.08%
Click here to see more historic asset allocation information on American Century Strat Allc: Agrsv Instl Fund (AAAIX)

 

graph of American Century Strat Allc: Agrsv Instl Fund (AAAIX) Top 10 Position TrackingTop 10 Holdings in American Century Strat Allc: Agrsv Instl (AAAIX) Fund

Discover what American Century Strat Allc: Agrsv Instl Fund (AAAIX) manager is buying

Mar 30, 2016
Alphabet Inc. [1.27%]
Apple Inc. [1.26%]
Amazon.com, Inc. [0.72%]
Pepsico, Inc. Common Stock [0.69%]
Microsoft Corporation [0.69%]
Facebook, Inc. [0.67%]
Cisco Systems, Inc. [0.56%]
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [0.53%]
Visa Inc. [0.52%]
Applied Materials, Inc. [0.51%]

Dec 30, 2015
Apple Inc. [1.36%]
Alphabet Inc. [1.31%]
Amazon.com, Inc. [0.79%]
Pepsico, Inc. Common Stock [0.69%]
JP Morgan Chase & Co. Common St [0.68%]
Facebook, Inc. [0.68%]
Microsoft Corporation [0.66%]
Pfizer, Inc. Common Stock [0.64%]
Cisco Systems, Inc. [0.61%]
Visa Inc. [0.54%]

Sep 29, 2015
Apple Inc. [1.29%]
Alphabet Inc. [0.87%]
Pepsico, Inc. Common Stock [0.71%]
Oracle Corporation Common Stock [0.71%]
Pfizer, Inc. Common Stock [0.69%]
JP Morgan Chase & Co. Common St [0.64%]
US Treasury TIP 2.5% [0.58%]
Electronic Arts Inc. [0.55%]
Cisco Systems, Inc. [0.55%]
Amazon.com, Inc. [0.54%]
Click here for Stock Holding Change Map in American Century Strat Allc: Agrsv Instl Fund (AAAIX)

  

Latest News on American Century Strat Allc: Agrsv Instl (AAAIX) Fund

See what is happening with American Century Strat Allc: Agrsv Instl Fund (AAAIX)

    No recent news

 

American Century Strat Allc: Agrsv Instl Fund (AAAIX) Related ResourcesSee more information on American Century Strat Allc: Agrsv Instl (AAAIX) Fund

Popular pages on American Century Strat Allc: Agrsv Instl (AAAIX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update