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American Century Strat Allc: Cnsrv B (ACVBX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Strat Allc: Cnsrv B (ACVBX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 10.5 years
Fund Family: American Century Investments
Fund Category: Allocation--30% to 50% Equity
Fund Performance: Sep 29, 2015
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

 

Graph of American Century Strat Allc: Cnsrv B Fund (ACVBX) ProfileAmerican Century Strat Allc: Cnsrv B Fund (ACVBX) Profile

Fund Profile and Description

American Century Strat Allc: Cnsrv B Fund seeks regular income. American Century Strat Allc: Cnsrv B 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 B (ACVBX) Fund Strength What we like about American Century Strat Allc: Cnsrv B (ACVBX) Fund

Data for American Century Strat Allc: Cnsrv B Fund (ACVBX) as of Sep 29, 2015

  • American Century Strat Allc: Cnsrv B Fund (ACVBX) management has been with American Century Strat Allc: Cnsrv B Fund for 10.5 years
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) has good Long-term performance (5-year return 4.86% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) ratio of up-years vs down years is greater than 2
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.95, lower than category average of 5.82

American Century Strat Allc: Cnsrv B Fund (ACVBX) Weakness What we are cautious about American Century Strat Allc: Cnsrv B (ACVBX) Fund

Data for American Century Strat Allc: Cnsrv B Fund (ACVBX) as of Sep 29, 2015

  • American Century Strat Allc: Cnsrv B Fund (ACVBX) has a less-than-ideal short-term performance (1-year return -1.74% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) has a less-than-ideal mid-term performance (3-year return 3.34% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) has a Morningstar rating of 3 and below
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) is less safe compared to its Allocation--30% to 50% Equity peers
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) has an annual stock turnover rate of 59.00% that is higher than the Allocation--30% to 50% Equity average of 47.02%. This could mean American Century Strat Allc: Cnsrv B is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) has a higher expense ratio of 1.99% than its Allocation--30% to 50% Equity average of 0.80%
  • American Century Strat Allc: Cnsrv B Fund (ACVBX) carries a 5% load
  • Asset base in American Century Strat Allc: Cnsrv B Fund (ACVBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Century Strat Allc: Cnsrv B Fund (ACVBX) performance details as of Sep 29, 2015

 

What do you think?

 

Compare American Century Strat Allc: Cnsrv B Fund (ACVBX)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 B-3.94-1.743.344.86
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 B Fund (ACVBX)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 B Fund (ACVBX) Net Asset TrackingAmerican Century Strat Allc: Cnsrv B (ACVBX) Fund Net Asset

Track net asset change of American Century Strat Allc: Cnsrv B fund (ACVBX)

DateNet Asset
05/2016$561.18M
03/2016$561.18M
02/2016$561.18M
More historic net asset information on American Century Strat Allc: Cnsrv B Fund (ACVBX)

  

Graph of American Century Strat Allc: Cnsrv B Fund (ACVBX) Portfolio TrackingAmerican Century Strat Allc: Cnsrv B (ACVBX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Strat Allc: Cnsrv B fund (ACVBX)

DateCashStockBondOther
06/20153.88%45.14%44.5%6.48%
03/20155.82%44.91%44.65%4.63%
Click here to see more historic asset allocation information on American Century Strat Allc: Cnsrv B Fund (ACVBX)

 

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

Discover what American Century Strat Allc: Cnsrv B Fund (ACVBX) manager is buying

Jun 29, 2015
US Treasury Note 1% [1.77%]
US Treasury Note 0.01% [1.37%]
US Treasury TIP 2.5% [1.27%]
US Treasury Note 1.25% [0.88%]
Apple Inc. [0.76%]
US Treasury TIP [0.76%]
Japan (10 Year Issue) Sr Unsecured 12/21 1 [0.75%]
US Treasury TIP 1.125% [0.72%]
US Treasury Note 1.375% [0.66%]

Mar 30, 2015
US Treasury Note 1% [2.48%]
US Treasury TIP 2.5% [1.37%]
US Treasury Note 1.625% [1.08%]
US Treasury Note 1.25% [0.88%]
Us 2yr Note (Cbt) Jun15 Xcbt 20150630 [0.87%]
US Treasury TIP [0.85%]
US Treasury Bond 4.375% [0.76%]
US Treasury TIP 1.125% [0.72%]
Apple Inc. [0.71%]
US Treasury Note 1.375% [0.66%]
Click here for Stock Holding Change Map in American Century Strat Allc: Cnsrv B Fund (ACVBX)

  

Latest News on American Century Strat Allc: Cnsrv B (ACVBX) Fund

See what is happening with American Century Strat Allc: Cnsrv B Fund (ACVBX)

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American Century Strat Allc: Cnsrv B Fund (ACVBX) Related ResourcesSee more information on American Century Strat Allc: Cnsrv B (ACVBX) Fund

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