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American Century Short Dur Inf PrBd Inv (APOIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Short Dur Inf PrBd Inv (APOIX) Fund

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

 

Graph of American Century Short Dur Inf PrBd Inv Fund (APOIX) ManagerFund Manager - Robert Gahagan

Fund Manager Information

Fund Manager Tenure: 14.5 years
Similar Funds: APOAX  APOBX  APOCX  APORX 
Fund Family: American Century Investments
Fund Category: Inflation-Protected Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of American Century Short Dur Inf PrBd Inv Fund (APOIX) ProfileAmerican Century Short Dur Inf PrBd Inv Fund (APOIX) Profile

Fund Profile and Description

American Century Short Dur Inf PrBd Inv Fund seeks total return using a strategy that seeks to protect against U.S. inflation. American Century Short Dur Inf PrBd Inv Fund invests at least 80% of assets in inflation-linked debt securities. These securities include inflation-linked U.S. Treasury securities, inflation-linked securities issued by U.S. government agencies and instrumentalities other than the U.S. Treasury, and inflation-linked securities issued by entities such as domestic and foreign corporations and governments. It is not limited to a specific weighted average maturity range. American Century Short Dur Inf PrBd Inv Fund is non-diversified.

 

American Century Short Dur Inf PrBd Inv (APOIX) Fund Strength What we like about American Century Short Dur Inf PrBd Inv (APOIX) Fund

Data for American Century Short Dur Inf PrBd Inv Fund (APOIX) as of May 30, 2016

  • American Century Short Dur Inf PrBd Inv Fund (APOIX) management has been with American Century Short Dur Inf PrBd Inv Fund for 14.5 years
  • American Century Short Dur Inf PrBd Inv Fund (APOIX) has an annual stock turnover rate of 36.00% vs Inflation-Protected Bond average of 83.47%. It is good that American Century Short Dur Inf PrBd Inv management does not trade extensively for its return.
  • American Century Short Dur Inf PrBd Inv Fund (APOIX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.11, lower than category average of 5
  • American Century Short Dur Inf PrBd Inv Fund (APOIX) has a lower expense ratio than its Inflation-Protected Bond average: 0.57% vs 0.76%
  • American Century Short Dur Inf PrBd Inv Fund (APOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Short Dur Inf PrBd Inv Fund (APOIX) Weakness What we are cautious about American Century Short Dur Inf PrBd Inv (APOIX) Fund

Data for American Century Short Dur Inf PrBd Inv Fund (APOIX) as of May 30, 2016

  • American Century Short Dur Inf PrBd Inv Fund (APOIX) has a less-than-ideal short-term performance (1-year return 0.10% vs 0.22% Inflation-Protected Bond category median performance)
  • American Century Short Dur Inf PrBd Inv Fund (APOIX) has a less-than-ideal mid-term performance (3-year return -0.47% vs -0.36% Inflation-Protected Bond category median performance)
  • American Century Short Dur Inf PrBd Inv Fund (APOIX) has a less-than-ideal Long-term performance (5-year return 0.90% vs 1.42% Inflation-Protected Bond category median performance)
  • American Century Short Dur Inf PrBd Inv Fund (APOIX) ratio of up-years vs down years can be improved
  • American Century Short Dur Inf PrBd Inv Fund (APOIX) has a Morningstar rating of 3 and below
  • Asset base in American Century Short Dur Inf PrBd Inv Fund (APOIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Century Short Dur Inf PrBd Inv Fund (APOIX) performance details as of May 30, 2016

 

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Compare American Century Short Dur Inf PrBd Inv Fund (APOIX)Compare with other top Inflation-Protected Bond category mutual funds

Aadditional top Inflation-Protected Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Short Dur Inf PrBd Inv1.810.10-0.470.90
American Indep US Infl-Idx I (FFIHX)4.000.880.092.19Compare
BlackRock Inflation Prted Bd BlackRock (BPLBX)3.550.02-0.181.98Compare
Nuveen Inflation Protected Securities I (FYIPX)3.900.450.282.31Compare

See top fund managers for Inflation-Protected Bond Category Funds

 

Compare American Century Short Dur Inf PrBd Inv Fund (APOIX)Compare with Inflation-Protected Bond category ETFs

Some Inflation-Protected Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
PIMCO 15+ Year US TIPS ETF (LTPZ)8.33%1.74%1.48%
Schwab US TIPS ETF (SCHP)3.93%1.23%0.20%
SPDR Barclays TIPS ETF (IPE)4.16%1.12%0.18%
FlexShares iBoxx 3Yr Target Dur TIPS ETF (TDTT)2.15%0.53%-0.28%
iShares 0-5 Year TIPS Bond (STIP)000

 

Graph of American Century Short Dur Inf PrBd Inv Fund (APOIX) Net Asset TrackingAmerican Century Short Dur Inf PrBd Inv (APOIX) Fund Net Asset

Track net asset change of American Century Short Dur Inf PrBd Inv fund (APOIX)

DateNet Asset
05/2016$1.35B
03/2016$1.35B
02/2016$1.35B
More historic net asset information on American Century Short Dur Inf PrBd Inv Fund (APOIX)

  

Graph of American Century Short Dur Inf PrBd Inv Fund (APOIX) Portfolio TrackingAmerican Century Short Dur Inf PrBd Inv (APOIX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Short Dur Inf PrBd Inv fund (APOIX)

DateCashStockBondOther
03/20162.07%0%97.81%0.09%
12/20152.05%0%97.91%0%
09/20150.96%0%98.98%0%
Click here to see more historic asset allocation information on American Century Short Dur Inf PrBd Inv Fund (APOIX)

 

graph of American Century Short Dur Inf PrBd Inv Fund (APOIX) Top 10 Position TrackingTop 10 Holdings in American Century Short Dur Inf PrBd Inv (APOIX) Fund

Discover what American Century Short Dur Inf PrBd Inv Fund (APOIX) manager is buying

Mar 30, 2016
US Treasury TIP 2.125% [9.28%]
US Treasury TIP [5.99%]
US Treasury Note [4.35%]
Sl7z009b7 Irs Usd P F 1.63500 Cpurnsa [3.65%]
Sl7z009b7 Irs Usd R V 12muscpi Sl7z009b7_inf Inflation [3.6%]

Dec 30, 2015
US Treasury TIP 1.25% [11.11%]
US Treasury TIP 2.125% [9.21%]
US Treasury TIP [5.07%]
US Treasury Note [4.26%]
Sl7z009b7 Irs Usd P F 1.63500 Cpurnsa [3.54%]
Sl7z009b7 Irs Usd R V 12muscpi Sl7z009b7_inf Inflation [3.5%]

Sep 29, 2015
US Treasury TIP 1.25% [9.84%]
US Treasury TIP 2.125% [5.46%]
US Treasury TIP [5.43%]
US Treasury Note [4.68%]
Sl7z009b7 Irs Usd P F 1.63500 Cpurnsa [3.85%]
Sl7z009b7 Irs Usd R V 12muscpi Sl7z009b7_inf Inflation [3.77%]
Click here for Stock Holding Change Map in American Century Short Dur Inf PrBd Inv Fund (APOIX)

  

Latest News on American Century Short Dur Inf PrBd Inv (APOIX) Fund

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American Century Short Dur Inf PrBd Inv Fund (APOIX) Related ResourcesSee more information on American Century Short Dur Inf PrBd Inv (APOIX) Fund

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