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American Century One Choice 2040 R (ARDRX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century One Choice 2040 R (ARDRX) Fund

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Graph of American Century One Choice 2040 R Fund (ARDRX) ManagerFund Manager - Radu Gabudean

Fund Manager Information

Fund Manager Tenure: 6.6 years
Similar Funds: ARDMX  ARDSX  ARDVX 
Fund Family: American Century Investments
Fund Category: Target-Date 2040
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of American Century One Choice 2040 R Fund (ARDRX) ProfileAmerican Century One Choice 2040 R Fund (ARDRX) Profile

Fund Profile and Description

American Century One Choice 2040 R Fund seeks the highest total return consistent with its asset mix. American Century One Choice 2040 R Fund invests in other American Century mutual funds that represent a variety of asset classes and investment styles. The target date in the fund name refers to the approximate year an investor plans to retire and stop making new investments in the fund. The current target allocation of the fund is to invest 78.45% of assets in underlying funds that invest in stocks, 21.05% of assets in underlying funds that invest in bonds, and 0.5% of assets in underlying funds that invest in cash equivalents.

 

American Century One Choice 2040 R (ARDRX) Fund Strength What we like about American Century One Choice 2040 R (ARDRX) Fund

Data for American Century One Choice 2040 R Fund (ARDRX) as of May 30, 2016

  • American Century One Choice 2040 R Fund (ARDRX) management has been with American Century One Choice 2040 R Fund for 6.6 years
  • American Century One Choice 2040 R Fund (ARDRX) has good short-term performance (1-year return -3.07% vs -3.60% Target-Date 2040 category median performance)
  • American Century One Choice 2040 R Fund (ARDRX) has good Long-term performance (5-year return 6.45% vs 6.00% Target-Date 2040 category median performance)
  • American Century One Choice 2040 R Fund (ARDRX) ratio of up-years vs down years is greater than 2
  • American Century One Choice 2040 R Fund (ARDRX) has a Morningstar rating of 4 and above
  • Asset base in American Century One Choice 2040 R Fund (ARDRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century One Choice 2040 R Fund (ARDRX) has an annual stock turnover rate of 20.00% vs Target-Date 2040 average of 29.57%. It is good that American Century One Choice 2040 R management does not trade extensively for its return.
  • American Century One Choice 2040 R Fund (ARDRX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.68, lower than category average of 10.02

American Century One Choice 2040 R Fund (ARDRX) Weakness What we are cautious about American Century One Choice 2040 R (ARDRX) Fund

Data for American Century One Choice 2040 R Fund (ARDRX) as of May 30, 2016

  • American Century One Choice 2040 R Fund (ARDRX) has a less-than-ideal mid-term performance (3-year return 5.62% vs 5.77% Target-Date 2040 category median performance)
  • American Century One Choice 2040 R Fund (ARDRX) is less safe compared to its Target-Date 2040 peers
  • American Century One Choice 2040 R Fund (ARDRX) has a higher expense ratio of 0.70% than its Target-Date 2040 average of 0.43%
  • Even though American Century One Choice 2040 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Century One Choice 2040 R Fund (ARDRX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century One Choice 2040 R Fund (ARDRX)Compare with other top Target-Date 2040 category mutual funds

Aadditional top Target-Date 2040 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century One Choice 2040 R2.29-3.075.626.45
American Funds 2040 Trgt Date Retire R6 (RFGTX)2.84-1.527.928.42Compare
Madison Target Retirement 2040 R6 (MFRRX)3.52-0.936.697.09Compare
American Funds 2040 Trgt Date Retire A (AAGTX)2.60-1.917.538.04Compare

See top fund managers for Target-Date 2040 Category Funds

 

Graph of American Century One Choice 2040 R Fund (ARDRX) Net Asset TrackingAmerican Century One Choice 2040 R (ARDRX) Fund Net Asset

Track net asset change of American Century One Choice 2040 R fund (ARDRX)

DateNet Asset
05/2016$1.46B
03/2016$1.39B
02/2016$1.31B
More historic net asset information on American Century One Choice 2040 R Fund (ARDRX)

  

Graph of American Century One Choice 2040 R Fund (ARDRX) Portfolio TrackingAmerican Century One Choice 2040 R (ARDRX) Fund Portfolio Allocation

Track portfolio allocation change of American Century One Choice 2040 R fund (ARDRX)

DateCashStockBondOther
03/20165.54%70.35%23.64%0.39%
12/20155.87%69.98%23.64%0.43%
09/20155.06%69.89%23.74%1.22%
Click here to see more historic asset allocation information on American Century One Choice 2040 R Fund (ARDRX)

 

graph of American Century One Choice 2040 R Fund (ARDRX) Top 10 Position TrackingTop 10 Holdings in American Century One Choice 2040 R (ARDRX) Fund

Discover what American Century One Choice 2040 R Fund (ARDRX) manager is buying

Mar 30, 2016
American Century NT Diversified Bd Instl [13.33%]
American Century NT Large Co Val Instl [11.6%]
American Century NT Equity Growth Instl [9.74%]
American Century NT Growth Institutional [9.54%]
American Century NT Intl Gr Instl [6.66%]
American Century NT Mid Cap Value Instl [6.35%]
American Century NT Heritage Institution [5.49%]
American Century Infl-Adj Bond Instl [5.03%]
American Century NT Intl Val Instl [4.9%]
American Century Global Bond Instl [4.17%]

Dec 30, 2015
American Century NT Diversified Bd Instl [13.35%]
American Century NT Large Co Val Instl [11.69%]
American Century NT Equity Growth Instl [9.73%]
American Century NT Growth Institutional [9.55%]
American Century NT Intl Gr Instl [6.6%]
American Century NT Mid Cap Value Instl [6.34%]
American Century NT Heritage Institution [5.45%]
American Century Infl-Adj Bond Instl [5.04%]
American Century NT Intl Val Instl [4.86%]
American Century NT Emerging Mkts Instl [4.27%]

Sep 29, 2015
American Century NT Diversified Bd Instl [13.48%]
American Century NT Large Co Val Instl [11.76%]
American Century NT Equity Growth Instl [9.7%]
American Century NT Growth Institutional [9.54%]
American Century NT Intl Gr Instl [6.63%]
American Century NT Mid Cap Value Instl [6.32%]
American Century NT Heritage Institution [5.35%]
American Century Infl-Adj Bond Instl [5.08%]
American Century NT Intl Val Instl [4.87%]
American Century Global Bond Instl [4.39%]
Click here for Stock Holding Change Map in American Century One Choice 2040 R Fund (ARDRX)

  

Latest News on American Century One Choice 2040 R (ARDRX) Fund

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American Century One Choice 2040 R Fund (ARDRX) Related ResourcesSee more information on American Century One Choice 2040 R (ARDRX) Fund

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