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American Century Strat Allc: Agrsv R (AAARX)

8.34
+0.05
+(0.60%)
At close: May 16 at 8:04:10 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • ADP Access
  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • Kestra Financial
  • ADP Advisor Access 3(38) Tier 3
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category --
Fund Family American Century Investments
Net Assets 645.21M
YTD Return -0.38%
Yield 1.28%
Morningstar Rating
Inception Date Mar 31, 2005

Performance & Risk

YTD Return 3.88%
5y Average Return 11.37%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

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