American Century Global Allocation R
American Century Strategic Asset Alloc4500 Main StreetKansas City, MO 64111
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Phone: 800-345-2021
| Category: | World Allocation | | Fund Family: | American Century Investments | | Net Assets: | 72.11M | | Year-to-Date Return: | 1.89% | | Yield: | 1.15% | | Morningstar Rating: | N/A | | Fund Inception Date: | Jan 30, 2012 |
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Radu Gabudean
Lead Manager since Mar 31, 2013 | | | Dr. Gabudean, Vice President and Portfolio Manager, has been a member of the team since he joined American Century Investments in 2013. From 2011 until 2013, he was vice president of quantitative investment strategies at Barclays Capital, and from 2007 to 2011 he was vice president of quantitative portfolio modeling at Lehman Brothers/Barclays Capital. He has a bachelorâs degree in economics from York University, Toronto, Canada, and a Ph.D. in finance from New York University, Stern School of Business. |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return, which includes capital appreciation plus dividend and interest income.
The fund's asset allocation strategy diversifies investments directly or indirectly among a broad range of global asset classes, including equity securities, debt securities, commodity-related investments and real estate-related investments. It also may invest in other alternative asset classes, such as currencies or volatility. The fund will invest directly or indirectly at least 40% of its assets in foreign investments. It will allocate its assets among at least three different countries (one of which may by the United States). |
| Last Dividend
(Dec 27, 2012)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 8, 2013)
:
| 19.00% | | Average for Category: | 116.77% |
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| Expense | AGAFX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.85% | 1.20% | | Prospectus Net Expense Ratio: | 1.75% | N/A | | Prospectus Gross Expense Ratio: | 2.71% | N/A | | Max 12b1 Fee: | 0.50% | N/A | | Max Front End Sales Load: | N/A | 5.33% | | Max Deferred Sales Load:
| N/A | 1.89% | | 3 Yr Expense Projection*: | 604 | 724 | | 5 Yr Expense Projection*: | 1,056 | 1,155 | | 10 Yr Expense Projection*: | 2,304 | 2,426 |
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0.05(0.45%) May 20