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American Century Strat Allc: Mod B (ASTBX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Strat Allc: Mod B (ASTBX) Fund

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

Fund Manager Information

Fund Manager Tenure: 10.5 years
Similar Funds: ASTCX 
Fund Family: American Century Investments
Fund Category: Allocation--50% to 70% Equity
Fund Performance: Sep 29, 2015
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of American Century Strat Allc: Mod B Fund (ASTBX) ProfileAmerican Century Strat Allc: Mod B Fund (ASTBX) Profile

Fund Profile and Description

American Century Strat Allc: Mod B Fund seeks long-term capital growth with some regular income. American Century Strat Allc: Mod B 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 B Fund may invest up to 5% of assets in below investment-grade (high-yield) securities.

 

American Century Strat Allc: Mod B (ASTBX) Fund Strength What we like about American Century Strat Allc: Mod B (ASTBX) Fund

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

  • American Century Strat Allc: Mod B Fund (ASTBX) management has been with American Century Strat Allc: Mod B Fund for 10.5 years
  • American Century Strat Allc: Mod B Fund (ASTBX) has good Long-term performance (5-year return 6.28% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • American Century Strat Allc: Mod B Fund (ASTBX) ratio of up-years vs down years is greater than 2
  • American Century Strat Allc: Mod B Fund (ASTBX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.69, lower than category average of 7.71

American Century Strat Allc: Mod B Fund (ASTBX) Weakness What we are cautious about American Century Strat Allc: Mod B (ASTBX) Fund

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

  • American Century Strat Allc: Mod B Fund (ASTBX) has a less-than-ideal short-term performance (1-year return -2.50% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • American Century Strat Allc: Mod B Fund (ASTBX) has a less-than-ideal mid-term performance (3-year return 5.07% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • American Century Strat Allc: Mod B Fund (ASTBX) has a Morningstar rating of 3 and below
  • American Century Strat Allc: Mod B Fund (ASTBX) is less safe compared to its Allocation--50% to 70% Equity peers
  • American Century Strat Allc: Mod B Fund (ASTBX) has an annual stock turnover rate of 69.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean American Century Strat Allc: Mod B is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Strat Allc: Mod B Fund (ASTBX) has a higher expense ratio of 2.06% than its Allocation--50% to 70% Equity average of 0.85%
  • American Century Strat Allc: Mod B Fund (ASTBX) carries a 5% load
  • Asset base in American Century Strat Allc: Mod B Fund (ASTBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Century Strat Allc: Mod B Fund (ASTBX) performance details as of Sep 29, 2015

 

What do you think?

 

Compare American Century Strat Allc: Mod B Fund (ASTBX)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 B-5.02-2.505.076.28
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 B Fund (ASTBX)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 B Fund (ASTBX) Net Asset TrackingAmerican Century Strat Allc: Mod B (ASTBX) Fund Net Asset

Track net asset change of American Century Strat Allc: Mod B fund (ASTBX)

DateNet Asset
05/2016$1.58B
03/2016$1.58B
02/2016$1.58B
More historic net asset information on American Century Strat Allc: Mod B Fund (ASTBX)

  

Graph of American Century Strat Allc: Mod B Fund (ASTBX) Portfolio TrackingAmerican Century Strat Allc: Mod B (ASTBX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Strat Allc: Mod B fund (ASTBX)

DateCashStockBondOther
06/20151.76%63.73%29.66%4.81%
03/20152.04%64.05%30.14%3.74%
Click here to see more historic asset allocation information on American Century Strat Allc: Mod B Fund (ASTBX)

 

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

Discover what American Century Strat Allc: Mod B Fund (ASTBX) manager is buying

Jun 29, 2015
Apple Inc. [1.16%]
US Treasury TIP 2.5% [0.88%]
US Treasury Note 1% [0.76%]
US Treasury Note 0.01% [0.76%]
US Treasury TIP [0.68%]
Oracle Corporation Common Stock [0.62%]
JP Morgan Chase & Co. Common St [0.6%]
Johnson & Johnson Common Stock [0.56%]
Comcast Corporation [0.54%]
US Treasury TIP 1.125% [0.52%]

Mar 30, 2015
US Treasury Note 1% [1.73%]
Apple Inc. [1.13%]
Us 2yr Note (Cbt) Jun15 Xcbt 20150630 [0.94%]
US Treasury TIP 2.5% [0.92%]
US Treasury TIP [0.7%]
Johnson & Johnson Common Stock [0.68%]
Oracle Corporation Common Stock [0.64%]
US Treasury Note 1.5% [0.63%]
Electronic Arts Inc. [0.57%]
JP Morgan Chase & Co. Common St [0.52%]
Click here for Stock Holding Change Map in American Century Strat Allc: Mod B Fund (ASTBX)

  

Latest News on American Century Strat Allc: Mod B (ASTBX) Fund

See what is happening with American Century Strat Allc: Mod B Fund (ASTBX)

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American Century Strat Allc: Mod B Fund (ASTBX) Related ResourcesSee more information on American Century Strat Allc: Mod B (ASTBX) Fund

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