American Century Strategic Allocation: Aggressive Fund I Class (AAAIX)

7.87
Net Asset Value
+1.03%
1 Day
+16.77%
Year-to-Date
Overall Morningstar Rating
Allocation--70% to 85% equity
Style or Category
No Load
Sales Expenses
0.96%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 79% of its assets in stocks, 20% of its assets in bonds, and 1% of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10% of its assets in below investment-grade securities.

Performance

1 month-0.25% 3 years+9.25%
3 months-0.13% 5 years+7.73%
1 year+9.63% Since inception+5.79%
Data through --

Peer Comparisonvs. Allocation--70% to 85% equity

 AAAIXCategory
Performance 5-yr return+7.73%+5.66%
Expense ratio0.96%1.18%
Risk 5 year sharpe ratio0.640.52
Net assets$757.0M$2.4B
Average market cap$37.1B$54.2B
Average P/E18.118.2
Portfolio turnover78%78%

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Fund Management and Purchase Info

Fund familyAmerican Century Investments
Fund manager & tenureRichard Weiss / 9 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

U.S. stock52.63%
Fixed income22.58%
International stock22.45%
Cash2.35%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 15.69%
Industrial materials 14.81%
Consumer goods 11.86%
Consumer service 10.56%
Energy 9.99%
Top 10 Holdings
Portfolio weighting
-- 2.62%
MSFT Microsoft1.69%
AMZN Amazon1.40%
GOOGL Google1.31%
AAPL Apple1.23%
-- 0.96%
KORP American Century Diversified Corporate Bond ETF0.91%
V Visa0.90%
FB Facebook0.87%
JPM JPMorgan Chase0.72%