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    American Century Strat Allc: Agrsv R (AAARX)

    8.35 Down 0.06(0.71%) Jul 27

    Profile as of Jun 29, 2015Get Profile for:
    American Century Strat Allc: Agrsv R
    American Century Strategic Asset Alloc4500 Main StreetKansas City, MO 64111
    Map
    Phone: 800-345-2021
    Fund Overview 
    Category:Aggressive Allocation
    Fund Family:American Century Investments
    Net Assets:1.11B
    Year-to-Date Return:2.56%
    Yield:0.00%
    Morningstar Rating:4 stars
    Fund Inception Date:Mar 31, 2005
    Morningstar Style Box 
    Aggressive Allocation
    [View Category Definition]
    View Top Aggressive Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Scott Wittman
    Lead Manager since Jun 2, 2009
    Wittman, Senior Vice President and Senior Portfolio Manager, has been a member of the team that manages the funds since June 2009 when he joined American Century Investments. From 2005 to 2009, he was managing director–quantitative and alternative investments for Munder Capital Management and from 2002 to 2005 he was an independent financial consultant. He has a bachelor’s degree in finance and an MBA in finance from Indiana University. He is a CFA charterholder.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    AAARX can be purchased from 74 brokerages.

    Fund Summary 
    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 equities, 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 Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 15, 2014) : 0.00
    Annual Holdings Turnover (Jul 23, 2015) : 77.00%
    Average for Category:37.84%
    Fees & Expenses 
    ExpenseAAARXCategory Avg
    Annual Report Expense Ratio (net):1.67%0.84%
    Prospectus Net Expense Ratio:1.64%N/A
    Prospectus Gross Expense Ratio:1.64%N/A
    Max 12b1 Fee:0.50%N/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: N/A2.34%
    3 Yr Expense Projection*:518619
    5 Yr Expense Projection*:893955
    10 Yr Expense Projection*:1,9421,906
    * Per $10,000 invested