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American Century Strat Allc: Mod Instl (ASAMX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Strat Allc: Mod Instl (ASAMX) Fund

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Graph of American Century Strat Allc: Mod Instl Fund (ASAMX) ManagerFund Manager - Scott Wittman

Fund Manager Information

Fund Manager Tenure: 10.4 years
Fund Family: American Century Investments
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of American Century Strat Allc: Mod Instl Fund (ASAMX) ProfileAmerican Century Strat Allc: Mod Instl Fund (ASAMX) Profile

Fund Profile and Description

American Century Strat Allc: Mod Instl Fund seeks long-term capital growth with some regular income. American Century Strat Allc: Mod Instl Fund usually holds 64% of assets in equities, 31% in bonds, and 5% 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: Mod Instl Fund may invest up to 5% of assets in below investment-grade (high-yield) securities.

 

American Century Strat Allc: Mod Instl (ASAMX) Fund Strength What we like about American Century Strat Allc: Mod Instl (ASAMX) Fund

Data for American Century Strat Allc: Mod Instl Fund (ASAMX) as of May 30, 2016

  • American Century Strat Allc: Mod Instl Fund (ASAMX) management has been with American Century Strat Allc: Mod Instl Fund for 10.4 years
  • American Century Strat Allc: Mod Instl Fund (ASAMX) has good Long-term performance (5-year return 6.10% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • American Century Strat Allc: Mod Instl Fund (ASAMX) ratio of up-years vs down years is greater than 2
  • American Century Strat Allc: Mod Instl Fund (ASAMX) has a Morningstar rating of 4 and above
  • American Century Strat Allc: Mod Instl Fund (ASAMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Strat Allc: Mod Instl Fund (ASAMX) Weakness What we are cautious about American Century Strat Allc: Mod Instl (ASAMX) Fund

Data for American Century Strat Allc: Mod Instl Fund (ASAMX) as of May 30, 2016

  • American Century Strat Allc: Mod Instl Fund (ASAMX) has a less-than-ideal short-term performance (1-year return -2.22% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • American Century Strat Allc: Mod Instl Fund (ASAMX) has a less-than-ideal mid-term performance (3-year return 5.27% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • American Century Strat Allc: Mod Instl Fund (ASAMX) is less safe compared to its Allocation--50% to 70% Equity peers
  • American Century Strat Allc: Mod Instl Fund (ASAMX) has an annual stock turnover rate of 88.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean American Century Strat Allc: Mod Instl is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Strat Allc: Mod Instl Fund (ASAMX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.03 that is higher than category average of 7.71
  • American Century Strat Allc: Mod Instl Fund (ASAMX) has a higher expense ratio of 0.86% than its Allocation--50% to 70% Equity average of 0.85%
See American Century Strat Allc: Mod Instl Fund (ASAMX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Strat Allc: Mod Instl Fund (ASAMX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Strat Allc: Mod Instl2.67-2.225.276.10
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare American Century Strat Allc: Mod Instl Fund (ASAMX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of American Century Strat Allc: Mod Instl Fund (ASAMX) Net Asset TrackingAmerican Century Strat Allc: Mod Instl (ASAMX) Fund Net Asset

Track net asset change of American Century Strat Allc: Mod Instl fund (ASAMX)

DateNet Asset
05/2016$1.56B
03/2016$1.56B
02/2016$1.50B
More historic net asset information on American Century Strat Allc: Mod Instl Fund (ASAMX)

  

Graph of American Century Strat Allc: Mod Instl Fund (ASAMX) Portfolio TrackingAmerican Century Strat Allc: Mod Instl (ASAMX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Strat Allc: Mod Instl fund (ASAMX)

DateCashStockBondOther
03/20163.36%63.87%30.71%2%
12/20152.01%64.72%30.81%2.39%
09/20151.92%63.26%30.92%3.87%
Click here to see more historic asset allocation information on American Century Strat Allc: Mod Instl Fund (ASAMX)

 

graph of American Century Strat Allc: Mod Instl Fund (ASAMX) Top 10 Position TrackingTop 10 Holdings in American Century Strat Allc: Mod Instl (ASAMX) Fund

Discover what American Century Strat Allc: Mod Instl Fund (ASAMX) manager is buying

Mar 30, 2016
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [1.17%]
Alphabet Inc. [1.04%]
Apple Inc. [1.03%]
US Treasury Bond [0.87%]
Microsoft Corporation [0.64%]
Amazon.com, Inc. [0.6%]
US Treasury Note 0.01% [0.58%]
Us 10yr Note (Cbt)jun16 Xcbt 20160621 [0.57%]
US Treasury Note [0.57%]

Dec 30, 2015
Apple Inc. [1.14%]
Alphabet Inc. [1.06%]
US Treasury TIP 2.5% [0.87%]
JP Morgan Chase & Co. Common St [0.65%]
Us 2yr Note (Cbt) Mar16 Xcbt 20160331 [0.64%]
Amazon.com, Inc. [0.63%]
Microsoft Corporation [0.6%]
Pfizer, Inc. Common Stock [0.59%]
Cisco Systems, Inc. [0.56%]
US Treasury Note [0.56%]

Sep 29, 2015
Apple Inc. [1.06%]
US Treasury TIP 2.5% [0.94%]
US Treasury Note 0.01% [0.84%]
US Treasury TIP [0.7%]
Alphabet Inc. [0.67%]
Pfizer, Inc. Common Stock [0.63%]
Oracle Corporation Common Stock [0.6%]
JP Morgan Chase & Co. Common St [0.6%]
Pepsico, Inc. Common Stock [0.56%]
US Treasury TIP 1.125% [0.56%]
Click here for Stock Holding Change Map in American Century Strat Allc: Mod Instl Fund (ASAMX)

  

Latest News on American Century Strat Allc: Mod Instl (ASAMX) Fund

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American Century Strat Allc: Mod Instl Fund (ASAMX) Related ResourcesSee more information on American Century Strat Allc: Mod Instl (ASAMX) Fund

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