Mutual Fund Insights: American Century Strat Allc: Agrsv Inv Fund (TWSAX)

In-depth Analysis of American Century Strat Allc: Agrsv Inv Fund (TWSAX)

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See American Century Strat Allc: Agrsv Inv Fund (TWSAX) performance details as of January 31, 2010

  

Last Trade: $6.86 on 3/19/2010, Change: -0.03 (-0.44%)

Experiment our closing price forecasting tool for American Century Strat Allc: Agrsv Inv Fund (TWSAX) (alpha release)

  

Fund Manager - Irina Torelli

Fund Manager Tenure: 9.8 years
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

Torelli has been a member of the team that manages the funds since February 2005. She joined American Century in September 1997 as a quantitative analyst. Torelli holds the Chartered Financial Analyst designation.  Get more insights on Irina Torelli

  

 What we like about American Century Strat Allc: Agrsv Inv Fund (TWSAX)

Data for American Century Strat Allc: Agrsv Inv Fund (TWSAX) as of January 31, 2010

• American Century Strat Allc: Agrsv Inv Fund (TWSAX) management has been with American Century Strat Allc: Agrsv Inv Fund for 9.8 years
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) has good mid-term performance (3-year return -3.05% vs -5.20% Large Growth category average)
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) has good Long-term performance (5-year return 2.91% vs 0.87% Large Growth category average)
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) ratio of up-years vs down years is greater than 2
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) has a Morningstar rating of 4 and above
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.04, lower than category average of 21.28
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) has a lower management fee than its Large Growth average: 1.20% vs 1.33%
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about American Century Strat Allc: Agrsv Inv Fund (TWSAX)

Data for American Century Strat Allc: Agrsv Inv Fund (TWSAX) as of January 31, 2010

• American Century Strat Allc: Agrsv Inv Fund (TWSAX) has a less-than-ideal short-term performance (1-year return 28.18% vs 35.76% Large Growth category average)
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) is less safe compared to its Large Growth peers
• American Century Strat Allc: Agrsv Inv Fund (TWSAX) has an annual stock turnover rate of 134.00% that is higher than the Large Growth average of 109.93%. This could mean American Century Strat Allc: Agrsv Inv is more nimble, but also signal potential high tax impact and high trading fees

See American Century Strat Allc: Agrsv Inv Fund (TWSAX) performance details as of January 31, 2010

  

  

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American Century Strat Allc: Agrsv Inv Fund (TWSAX) Net Asset

Track net asset change of American Century Strat Allc: Agrsv Inv fund (TWSAX)

Date	Net Asset
01/2010	$424.27M
11/2009	$429.94M
10/2009	$415.74M

More historic net asset information on American Century Strat Allc: Agrsv Inv Fund (TWSAX)

  

American Century Strat Allc: Agrsv Inv Fund (TWSAX) Portfolio Allocation

Track portfolio allocation change of American Century Strat Allc: Agrsv Inv fund (TWSAX)

Date	Cash	Stock	Bond	Other
09/2009	4.12%	75.91%	19.69%	0.28%
06/2009	4.06%	75.63%	19.48%	0.83%
03/2009	5.6%	73.99%	19.95%	0.47%

Click here to see more historic asset allocation information on American Century Strat Allc: Agrsv Inv Fund (TWSAX)

  

Most Recent Top 10 Holdings in American Century Strat Allc: Agrsv Inv Fund (TWSAX)

Discover what American Century Strat Allc: Agrsv Inv Fund (TWSAX) manager is buying

30-Sep-09 JPMorgan US Treasury Plus MMkt Agency [3.54%] US Treasury Note 3% [1.49%] EXXON MOBIL CP [1.29%] US Treasury Bond 2.5% [1.19%] US TREASURY NOTE [1.18%] Microsoft Corporation [0.96%] United States Treas Nts 3% [0.94%] JOHNSON AND JOHNS DC [0.86%] Apple Inc. [0.81%] AT&T INC. [0.79%]

30-Jun-09 JPMorgan US Treasury Plus MMkt Agency [3.74%] US Treasury Note 3% [1.64%] EXXON MOBIL CP [1.6%] US TREASURY NOTE [1.4%] JOHNSON AND JOHNS DC [1.03%] Microsoft Corporation [1.03%] US Treasury Bond 2.5% [0.97%] AT&T INC. [0.85%] INTL BUSINESS MACH [0.81%] FHLMC 6% [0.77%]

31-Mar-09 FHLMC 6% [1.87%] Exxon Mobil Corp. [1.76%] US Treasury Note 1.75% [1.3%] Johnson & Johnson [0.89%] AT&T Inc [0.88%] Microsoft Corporation [0.87%] INTERNATIONAL BUSINESS MACHINES [0.86%] Chevron Corporation [0.74%] Coca-Cola Co (The) [0.73%] JPMorgan Chase & Co. [0.66%]

Click here for Stock Holding Change Map in American Century Strat Allc: Agrsv Inv Fund (TWSAX)

  

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See more information on American Century Strat Allc: Agrsv Inv Fund (TWSAX)

• American Century Strat Allc: Agrsv Inv Fund Insights
• American Century Strat Allc: Agrsv Inv Fund Performance Data
• American Century Strat Allc: Agrsv Inv Fund News
• American Century Strat Allc: Agrsv Inv Fund Score Explaination
• American Century Strat Allc: Agrsv Inv Fund Manager Information
• Historic American Century Strat Allc: Agrsv Inv Fund Asset Allocation Report
• Historic American Century Strat Allc: Agrsv Inv Fund Top 10 Holding Tracking
• Historic American Century Strat Allc: Agrsv Inv Fund Asset Under Management Tracking