American Century Strat Allc Cnsrv Instl
American Century Strategic Asset Alloc4500 Main StreetKansas City, MO 64111
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Phone: 800-345-2021
| Category: | Conservative Allocation | | Fund Family: | American Century Investments | | Net Assets: | 582.57M | | Year-to-Date Return: | 3.70% | | Yield: | 1.50% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 31, 2000 |
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Enrique A. Chang
Lead Manager since Jan 7, 2009 | | | Mr. Chang, Executive Vice President and Chief Investment Officer, has been a member of the team that manages the funds since January 2009. He joined American Century Investments in 2006. Prior to joining the company, he served as President and Chief Investment Officer of Munder Capital Management from 2002 to 2006. He was previously senior vice president and chief investment officer with Vantage Investment Advisors and was an actuary with Prudential. He also served as director of quantitative analysis and strategy with General Reinsurance Corporation and senior vice president and director of quantitative analysis with J&W Seligman. Mr. Chang has a bachelorâs degree in mathematics from Fairleigh Dickinson University, and a masterâs degree in finance/quantitative analysis and a masterâs degree in statistics and operations research from New York University. |
| Min Initial Investment: | 5,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 5,000,000 | | Min Subsequent Investment: | 0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 50 |
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| 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 45% of assets in equities, 47% of assets in bonds, and 8% of 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. |
| Last Dividend
(Mar 11, 2013)
:
| 0.01 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 76.00% | | Average for Category: | 96.51% |
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| Expense | ACCIX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.80% | 0.91% | | Prospectus Net Expense Ratio: | 0.80% | N/A | | Prospectus Gross Expense Ratio: | 0.80% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 4.95% | | Max Deferred Sales Load:
| N/A | 2.47% | | 3 Yr Expense Projection*: | 256 | 594 | | 5 Yr Expense Projection*: | 445 | 927 | | 10 Yr Expense Projection*: | 990 | 1,857 |
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0.01(0.16%) May 21