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American Century Strat Allc: Agrsv B (ALLBX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Strat Allc: Agrsv B (ALLBX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 10.5 years
Fund Family: American Century Investments
Fund Category: Allocation--70% to 85% Equity
Fund Performance: Sep 29, 2015
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of American Century Strat Allc: Agrsv B Fund (ALLBX) ProfileAmerican Century Strat Allc: Agrsv B Fund (ALLBX) Profile

Fund Profile and Description

American Century Strat Allc: Agrsv B Fund seeks long-term capital growth with a small amount of regular income. American Century Strat Allc: Agrsv B 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 B Fund may invest up to 10% of assets in below investment-grade (high-yield) securities.

 

American Century Strat Allc: Agrsv B (ALLBX) Fund Strength What we like about American Century Strat Allc: Agrsv B (ALLBX) Fund

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

  • American Century Strat Allc: Agrsv B Fund (ALLBX) management has been with American Century Strat Allc: Agrsv B Fund for 10.5 years
  • American Century Strat Allc: Agrsv B Fund (ALLBX) has good short-term performance (1-year return -2.66% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • American Century Strat Allc: Agrsv B Fund (ALLBX) has good mid-term performance (3-year return 6.36% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • American Century Strat Allc: Agrsv B Fund (ALLBX) has good Long-term performance (5-year return 7.30% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • American Century Strat Allc: Agrsv B Fund (ALLBX) ratio of up-years vs down years is greater than 2
  • American Century Strat Allc: Agrsv B Fund (ALLBX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.21, lower than category average of 9.46

American Century Strat Allc: Agrsv B Fund (ALLBX) Weakness What we are cautious about American Century Strat Allc: Agrsv B (ALLBX) Fund

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

  • American Century Strat Allc: Agrsv B Fund (ALLBX) has a Morningstar rating of 3 and below
  • American Century Strat Allc: Agrsv B Fund (ALLBX) is less safe compared to its Allocation--70% to 85% Equity peers
  • American Century Strat Allc: Agrsv B Fund (ALLBX) has an annual stock turnover rate of 77.00% that is higher than the Allocation--70% to 85% Equity average of 57.05%. This could mean American Century Strat Allc: Agrsv B is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Strat Allc: Agrsv B Fund (ALLBX) has a higher expense ratio of 2.17% than its Allocation--70% to 85% Equity average of 0.89%
  • American Century Strat Allc: Agrsv B Fund (ALLBX) carries a 5% load
  • Asset base in American Century Strat Allc: Agrsv B Fund (ALLBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Century Strat Allc: Agrsv B Fund (ALLBX) performance details as of Sep 29, 2015

 

What do you think?

 

Compare American Century Strat Allc: Agrsv B Fund (ALLBX)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 B-5.44-2.666.367.30
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 B Fund (ALLBX)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 B Fund (ALLBX) Net Asset TrackingAmerican Century Strat Allc: Agrsv B (ALLBX) Fund Net Asset

Track net asset change of American Century Strat Allc: Agrsv B fund (ALLBX)

DateNet Asset
05/2016$1.01B
03/2016$1.01B
02/2016$1.01B
More historic net asset information on American Century Strat Allc: Agrsv B Fund (ALLBX)

  

Graph of American Century Strat Allc: Agrsv B Fund (ALLBX) Portfolio TrackingAmerican Century Strat Allc: Agrsv B (ALLBX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Strat Allc: Agrsv B fund (ALLBX)

DateCashStockBondOther
06/20151.79%78.23%17.8%2.15%
03/20151.31%79.05%19.01%0.59%
Click here to see more historic asset allocation information on American Century Strat Allc: Agrsv B Fund (ALLBX)

 

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

Discover what American Century Strat Allc: Agrsv B Fund (ALLBX) manager is buying

Jun 29, 2015
Apple Inc. [1.43%]
Oracle Corporation Common Stock [0.71%]
Comcast Corporation [0.64%]
JP Morgan Chase & Co. Common St [0.62%]
Johnson & Johnson Common Stock [0.62%]
Electronic Arts Inc. [0.6%]
Pepsico, Inc. Common Stock [0.6%]
Gilead Sciences, Inc. [0.57%]
US Treasury TIP 2.5% [0.54%]
Visa Inc. [0.49%]

Mar 30, 2015
Apple Inc. [1.49%]
US Treasury Note 1% [0.91%]
Us 2yr Note (Cbt) Jun15 Xcbt 20150630 [0.9%]
Electronic Arts Inc. [0.88%]
Oracle Corporation Common Stock [0.72%]
Visa Inc. [0.7%]
SBA Communications Corporation [0.69%]
Comcast Corporation [0.62%]
Johnson & Johnson Common Stock [0.61%]
Exxon Mobil Corporation Common [0.6%]
Click here for Stock Holding Change Map in American Century Strat Allc: Agrsv B Fund (ALLBX)

  

Latest News on American Century Strat Allc: Agrsv B (ALLBX) Fund

See what is happening with American Century Strat Allc: Agrsv B Fund (ALLBX)

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American Century Strat Allc: Agrsv B Fund (ALLBX) Related ResourcesSee more information on American Century Strat Allc: Agrsv B (ALLBX) Fund

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