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American Century Diversified Bond R (ADVRX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Diversified Bond R (ADVRX) Fund

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Graph of American Century Diversified Bond R Fund (ADVRX) ManagerFund Manager - Jeffrey L. Houston

Fund Manager Information

Fund Manager Tenure: 18.0 years
Fund Family: American Century Investments
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Houston is a portfolio manager with American Century Investments, his employer since November 1990. Before joining the company, he was an assistant vice president and analyst with Ambac Indemnity, a municipal financial guaranty firm in New York. He has been in the finance industry since 1986. Houston holds the Chartered Financial Analyst designation. He is a member of the Kansas City Society of Financial Analysts and the Association of Investment Management and Research.  Get more insights on Jeffrey L. Houston

 

Graph of American Century Diversified Bond R Fund (ADVRX) ProfileAmerican Century Diversified Bond R Fund (ADVRX) Profile

Fund Profile and Description

American Century Diversified Bond R Fund seeks a high level of income. American Century Diversified Bond R Fund invests at least 80% of assets in high- and medium-grade, non-money market debt securities. It invests most of its assets in investment-grade securities. American Century Diversified Bond R Fund may also invest in derivative instruments or in mortgage- or asset-backed securities. The weighted average maturity of the portfolio must be three and one-half years or longer.

 

American Century Diversified Bond R (ADVRX) Fund Strength What we like about American Century Diversified Bond R (ADVRX) Fund

Data for American Century Diversified Bond R Fund (ADVRX) as of May 30, 2016

  • American Century Diversified Bond R Fund (ADVRX) management has been with American Century Diversified Bond R Fund for 18.0 years
  • American Century Diversified Bond R Fund (ADVRX) has good short-term performance (1-year return 2.12% vs 2.06% Intermediate-Term Bond category median performance)
  • American Century Diversified Bond R Fund (ADVRX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century Diversified Bond R Fund (ADVRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Diversified Bond R Fund (ADVRX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.76, lower than category average of 3.08

American Century Diversified Bond R Fund (ADVRX) Weakness What we are cautious about American Century Diversified Bond R (ADVRX) Fund

Data for American Century Diversified Bond R Fund (ADVRX) as of May 30, 2016

  • American Century Diversified Bond R Fund (ADVRX) has a less-than-ideal mid-term performance (3-year return 2.09% vs 2.45% Intermediate-Term Bond category median performance)
  • American Century Diversified Bond R Fund (ADVRX) has a less-than-ideal Long-term performance (5-year return 2.74% vs 3.27% Intermediate-Term Bond category median performance)
  • American Century Diversified Bond R Fund (ADVRX) has a Morningstar rating of 3 and below
  • American Century Diversified Bond R Fund (ADVRX) is less safe compared to its Intermediate-Term Bond peers
  • American Century Diversified Bond R Fund (ADVRX) has an annual stock turnover rate of 174.00% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean American Century Diversified Bond R is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Diversified Bond R Fund (ADVRX) has a higher expense ratio of 1.10% than its Intermediate-Term Bond average of 0.81%
  • Even though American Century Diversified Bond R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Century Diversified Bond R Fund (ADVRX) performance details as of May 30, 2016

 

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Compare American Century Diversified Bond R Fund (ADVRX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Diversified Bond R3.112.122.092.74
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare American Century Diversified Bond R Fund (ADVRX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of American Century Diversified Bond R Fund (ADVRX) Net Asset TrackingAmerican Century Diversified Bond R (ADVRX) Fund Net Asset

Track net asset change of American Century Diversified Bond R fund (ADVRX)

DateNet Asset
05/2016$5.07B
03/2016$5.01B
02/2016$4.90B
More historic net asset information on American Century Diversified Bond R Fund (ADVRX)

  

Graph of American Century Diversified Bond R Fund (ADVRX) Portfolio TrackingAmerican Century Diversified Bond R (ADVRX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Diversified Bond R fund (ADVRX)

DateCashStockBondOther
03/20164.24%0%95.2%0.4%
12/20155.31%0%93.92%0.62%
09/20153.54%0%96.21%0.08%
Click here to see more historic asset allocation information on American Century Diversified Bond R Fund (ADVRX)

 

graph of American Century Diversified Bond R Fund (ADVRX) Top 10 Position TrackingTop 10 Holdings in American Century Diversified Bond R (ADVRX) Fund

Discover what American Century Diversified Bond R Fund (ADVRX) manager is buying

Mar 30, 2016
US Treasury Note 0.265% [2.85%]
US Treasury Note 1.75% [2.29%]
FNMA [1.84%]
US Treasury Note 1.375% [1.83%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [1.67%]
US Treasury Note 1.625% [1.66%]
US Treasury Note 0.75% [1.39%]
US Treasury Note 1.5% [1.25%]

Dec 30, 2015
FNMA [3.35%]
FNMA 4% TBA [3.01%]
US Treasury Note 0.265% [2.67%]
US Treasury Note 0.75% [2.64%]
US Treasury Note 1.375% [1.87%]
US Treasury Note 1.625% [1.7%]
US Treasury Note 0.01% [1.44%]
Govt Natl Mtg Asso 3.5% [1.24%]
US Treasury Note 1.75% [1.22%]
US Treasury Bond 3.5% [1.18%]

Sep 29, 2015
US Treasury Note 0.068% [4.72%]
Fed Natl Mort Assc 3.5% [2.79%]
Fed Natl Mort Assc 4% [2.73%]
US Treasury Note 0.265% [2.67%]
US Treasury Note 1% [2.37%]
Spain(Kingdom Of) 1.6% [2.08%]
US Treasury Note 1.625% [1.99%]
US Treasury Note 0.01% [1.44%]
Govt Natl Mtg Asso 3.5% [1.24%]
US Treasury Note 1.75% [1.22%]
Click here for Stock Holding Change Map in American Century Diversified Bond R Fund (ADVRX)

  

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