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American Century Strat Allc: Cnsrv Instl (ACCIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Strat Allc: Cnsrv Instl (ACCIX) Fund

    Last Trade: $5.98 on 10/17/2017, Change: +0.00 (0%)

 

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

Fund Manager Information

Fund Manager Tenure: 8.4 years
Similar Funds: ACCAX 
Fund Family: American Century Investments
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of American Century Strat Allc: Cnsrv Instl Fund (ACCIX) ProfileAmerican Century Strat Allc: Cnsrv Instl Fund (ACCIX) Profile

Fund Profile and Description

American Century Strat Allc: Cnsrv Instl Fund seeks regular income. American Century Strat Allc: Cnsrv Instl Fund usually holds 45% of assets in equities, 47% in bonds, and 8% 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: Cnsrv Instl (ACCIX) Fund Strength What we like about American Century Strat Allc: Cnsrv Instl (ACCIX) Fund

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

  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) management has been with American Century Strat Allc: Cnsrv Instl Fund for 8.4 years
  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) has good short-term performance (1-year return 0.12% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) has good mid-term performance (3-year return 4.47% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) has good Long-term performance (5-year return 5.27% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) ratio of up-years vs down years is greater than 2
  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) has a Morningstar rating of 4 and above
  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.76, lower than category average of 5.82
  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Strat Allc: Cnsrv Instl Fund (ACCIX) Weakness What we are cautious about American Century Strat Allc: Cnsrv Instl (ACCIX) Fund

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

  • American Century Strat Allc: Cnsrv Instl Fund (ACCIX) has an annual stock turnover rate of 90.00% that is higher than the Allocation--30% to 50% Equity average of 47.02%. This could mean American Century Strat Allc: Cnsrv Instl is more nimble, but also signal potential high tax impact and high trading fees
See American Century Strat Allc: Cnsrv Instl Fund (ACCIX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Strat Allc: Cnsrv Instl Fund (ACCIX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Strat Allc: Cnsrv Instl3.140.124.475.27
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
Berwyn Income (BERIX)4.250.444.235.21Compare
Nuveen Strategy Conservative Allc I (FSFYX)2.54-1.573.064.03Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare American Century Strat Allc: Cnsrv Instl Fund (ACCIX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of American Century Strat Allc: Cnsrv Instl Fund (ACCIX) Net Asset TrackingAmerican Century Strat Allc: Cnsrv Instl (ACCIX) Fund Net Asset

Track net asset change of American Century Strat Allc: Cnsrv Instl fund (ACCIX)

DateNet Asset
05/2016$562.54M
03/2016$562.84M
02/2016$546.09M
More historic net asset information on American Century Strat Allc: Cnsrv Instl Fund (ACCIX)

  

Graph of American Century Strat Allc: Cnsrv Instl Fund (ACCIX) Portfolio TrackingAmerican Century Strat Allc: Cnsrv Instl (ACCIX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Strat Allc: Cnsrv Instl fund (ACCIX)

DateCashStockBondOther
03/20165.95%46.1%45.05%2.76%
12/20152.73%46.56%46.76%3.83%
09/20153.96%44.37%46.46%5.19%
Click here to see more historic asset allocation information on American Century Strat Allc: Cnsrv Instl Fund (ACCIX)

 

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

Discover what American Century Strat Allc: Cnsrv Instl Fund (ACCIX) manager is buying

Mar 30, 2016
US Treasury TIP [1.33%]
Japan (10 Year Issue) Sr Unsecured 12/21 1 [1.11%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [1.07%]
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [1.06%]
US Treasury Note 0.265% [0.99%]
Sp8a2gav9 Cds Usd R F 5.00000 2i65brna4 Ice [0.75%]
US Treasury Note [0.75%]

Dec 30, 2015
Us 2yr Note (Cbt) Mar16 Xcbt 20160331 [1.76%]
US Treasury Note 1.375% [1.3%]
US Treasury Note [1.27%]
US Treasury Note 1.25% [1.08%]
US Treasury TIP [0.92%]
Japan (10 Year Issue) Sr Unsecured 12/21 1 [0.86%]
Sp8a2gav9 Cds Usd R F 5.00000 2i65brna4 Ice [0.83%]
Sp8a2gav9 Cds Usd P V 03mevent Markit Cdx.Na.Hy.25 12/20 Ice [0.82%]

Sep 29, 2015
US Treasury Note 1% [1.34%]
US Treasury TIP 2.5% [1.33%]
US Treasury Note 0.01% [1.15%]
US Treasury Note 1.25% [0.94%]
Japan (10 Year Issue) Sr Unsecured 12/21 1 [0.84%]
Fed Natl Mort Assc 3.5% [0.81%]
US Treasury TIP [0.8%]
US Treasury TIP 1.125% [0.76%]
US Treasury Bond 4.375% [0.68%]
Click here for Stock Holding Change Map in American Century Strat Allc: Cnsrv Instl Fund (ACCIX)

  

Latest News on American Century Strat Allc: Cnsrv Instl (ACCIX) Fund

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