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American Century Zero Coupon 2025 Inv (BTTRX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Zero Coupon 2025 Inv (BTTRX) Fund

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

 

Graph of American Century Zero Coupon 2025 Inv Fund (BTTRX) ManagerFund Manager - Robert Gahagan

Fund Manager Information

Fund Manager Tenure: 13.3 years
Fund Family: American Century Investments
Fund Category: Long Government
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of American Century Zero Coupon 2025 Inv Fund (BTTRX) ProfileAmerican Century Zero Coupon 2025 Inv Fund (BTTRX) Profile

Fund Profile and Description

American Century Zero Coupon 2025 Inv Fund seeks total return consistent with the creditworthiness of U.S. Treasury securities. American Century Zero Coupon 2025 Inv Fund invests at least 80% of assets in zero-coupon securities. It invests primarily in zero-coupon U.S. Treasury securities. The advisor seeks to track the price behavior of a zero-coupon bond with the same term to maturity as the portfolio. To limit reinvestment risk, the advisor may adjust the weighted average maturity so that, normally, at least 90% of the securities held mature within one year of the target maturity year. American Century Zero Coupon 2025 Inv Fund will be liquidated at the end of 2025.

 

American Century Zero Coupon 2025 Inv (BTTRX) Fund Strength What we like about American Century Zero Coupon 2025 Inv (BTTRX) Fund

Data for American Century Zero Coupon 2025 Inv Fund (BTTRX) as of May 30, 2016

  • American Century Zero Coupon 2025 Inv Fund (BTTRX) management has been with American Century Zero Coupon 2025 Inv Fund for 13.3 years
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) ratio of up-years vs down years is greater than 2
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) has an annual stock turnover rate of 33.00% vs Long Government average of 55.90%. It is good that American Century Zero Coupon 2025 Inv management does not trade extensively for its return.
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.35, lower than category average of 9.41
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) has a lower expense ratio than its Long Government average: 0.55% vs 0.60%
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Zero Coupon 2025 Inv Fund (BTTRX) Weakness What we are cautious about American Century Zero Coupon 2025 Inv (BTTRX) Fund

Data for American Century Zero Coupon 2025 Inv Fund (BTTRX) as of May 30, 2016

  • American Century Zero Coupon 2025 Inv Fund (BTTRX) has a less-than-ideal short-term performance (1-year return 4.77% vs 7.28% Long Government category median performance)
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) has a less-than-ideal mid-term performance (3-year return 4.49% vs 6.24% Long Government category median performance)
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) has a less-than-ideal Long-term performance (5-year return 7.54% vs 7.94% Long Government category median performance)
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) has a Morningstar rating of 3 and below
  • American Century Zero Coupon 2025 Inv Fund (BTTRX) is less safe compared to its Long Government peers
  • Asset base in American Century Zero Coupon 2025 Inv Fund (BTTRX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Century Zero Coupon 2025 Inv Fund (BTTRX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Zero Coupon 2025 Inv Fund (BTTRX)Compare with other top Long Government category mutual funds

Aadditional top Long Government mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Zero Coupon 2025 Inv5.644.774.497.54

See top fund managers for Long Government Category Funds

 

Compare American Century Zero Coupon 2025 Inv Fund (BTTRX)Compare with Long Government category ETFs

Some Long Government ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares 20+ Year Treasury Bond (TLT)8.80%8.76%7.35%
Vanguard Long-Term Government Bond ETF (VGLT)8.55%8.70%6.95%
SPDR Barclays Long Term Treasury ETF (TLO)8.34%8.45%6.93%
Vanguard Extended Duration Treasury ETF (EDV)12.53%11.78%10.21%
iShares 10-20 Year Treasury Bond (TLH)000

 

Graph of American Century Zero Coupon 2025 Inv Fund (BTTRX) Net Asset TrackingAmerican Century Zero Coupon 2025 Inv (BTTRX) Fund Net Asset

Track net asset change of American Century Zero Coupon 2025 Inv fund (BTTRX)

DateNet Asset
05/2016$190.34M
03/2016$200.62M
02/2016$207.23M
More historic net asset information on American Century Zero Coupon 2025 Inv Fund (BTTRX)

  

Graph of American Century Zero Coupon 2025 Inv Fund (BTTRX) Portfolio TrackingAmerican Century Zero Coupon 2025 Inv (BTTRX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Zero Coupon 2025 Inv fund (BTTRX)

DateCashStockBondOther
03/20160%0%100%0%
12/20150.13%0%99.87%0%
09/20150.17%0%99.83%0%
Click here to see more historic asset allocation information on American Century Zero Coupon 2025 Inv Fund (BTTRX)

 

graph of American Century Zero Coupon 2025 Inv Fund (BTTRX) Top 10 Position TrackingTop 10 Holdings in American Century Zero Coupon 2025 Inv (BTTRX) Fund

Discover what American Century Zero Coupon 2025 Inv Fund (BTTRX) manager is buying

Mar 30, 2016
U S Treas Sec Stripped Int Pmt [48.7%]
Tennessee Valley Prn Strips Be [2.33%]
Resolution Fdg Fed Bk Cpn Strp [1.72%]
FHLMC [0.8%]

Dec 30, 2015
U S Treas Sec Stripped Int Pmt [43.54%]
Tennessee Valley Prn Strips Be [2.58%]
Resolution Fdg Fed Bk Cpn Strp [1.9%]
FHLMC [0.9%]

Sep 29, 2015
U S Treas Sec Stripped Int Pmt [49.2%]
Tennessee Valley Prn Strips Be [2.29%]
Resolution Fdg Fed Bk Cpn Strp [1.7%]
FHLMC [0.81%]
Click here for Stock Holding Change Map in American Century Zero Coupon 2025 Inv Fund (BTTRX)

  

Latest News on American Century Zero Coupon 2025 Inv (BTTRX) Fund

See what is happening with American Century Zero Coupon 2025 Inv Fund (BTTRX)

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American Century Zero Coupon 2025 Inv Fund (BTTRX) Related ResourcesSee more information on American Century Zero Coupon 2025 Inv (BTTRX) Fund

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