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ARCMX American Century One Choice 2030 A

  • Fund
  • ARCMX
  • Price as of: Jul 15, 2019
  • $12.90 + $0.01 + 0.08%
  • Category
  • Target Retirement Date

ARCMX - Profile

Vitals

  • YTD Return 13.2%
  • 3 Yr Annualized Return 2.6%
  • 5 Yr Annualized Return 0.5%
  • Net Assets $2.28 B
  • Holdings in Top 10 72.3%

52 WEEK LOW AND HIGH

$12.90
$11.30
$13.41

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.09%

SALES FEES

  • Front Load 5.75%
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 16.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

STANDARD (TAXABLE)

$2,500

IRA

N/A

Investment Themes

CATEGORY

Target Retirement Date
  • Fund Type Open End Mutual Fund
  • Investment Style Target-Date 2030

Distributions

  • YTD Total Return 13.2%
  • 3 Yr Annualized Total Return 7.0%
  • 5 Yr Annualized Total Return 5.0%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 1.71%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name American Century Investments One Choice 2030 Portfolio
  • Fund Family Name American Century Investments
  • Inception Date May 30, 2008
  • Shares Outstanding N/A
  • Share Class A
  • Currency USD
  • Domiciled Country United States
  • Manager Scott Wilson

Fund Description

The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. The target date in the fund name (2030) refers to the approximate year an investor plans to retire and likely would stop making new investments in the fund.

ARCMX - Performance

Return Ranking - Trailing

Period ARCMX Return Category Return Low Category Return High Rank in Category (%)
YTD 13.2% -4.1% 16.7% 22.01%
1 Yr -2.2% -17.8% 4.4% 26.04%
3 Yr 2.6%* -18.7% 8.8% 43.27%
5 Yr 0.5%* -12.4% 7.7% 38.51%
10 Yr 5.3%* -6.0% 8.7% 21.90%

* Annualized


Return Ranking - Calendar

Period ARCMX Return Category Return Low Category Return High Rank in Category (%)
2018 -12.1% -25.1% 0.0% 40.93%
2017 10.2% -36.9% 20.0% 58.22%
2016 3.0% -5.2% 8.1% 63.60%
2015 -7.1% -25.3% -0.8% 67.85%
2014 2.8% -49.7% 34.8% 28.14%

Total Return Ranking - Trailing

Period ARCMX Return Category Return Low Category Return High Rank in Category (%)
YTD 13.2% -3.9% 16.7% 22.01%
1 Yr 4.9% -17.8% 6.9% 6.30%
3 Yr 7.0%* -18.7% 11.5% 36.05%
5 Yr 5.0%* -12.4% 8.1% 29.38%
10 Yr 8.7%* -4.2% 12.1% 27.96%

* Annualized


Total Return Ranking - Calendar

Period ARCMX Return Category Return Low Category Return High Rank in Category (%)
2018 -5.8% -25.1% 0.0% 17.78%
2017 13.2% -36.9% 26.6% 65.23%
2016 6.1% -4.7% 12.3% 59.63%
2015 -1.6% -25.3% 3.9% 40.37%
2014 6.9% -47.6% 39.2% 7.63%

NAV & Total Return History

ARCMX - Holdings

Concentration Analysis

ARCMX Category Low Category High ARCMX % Rank
Net Assets 2.28 B 1.29 M 42.8 B 21.43%
Number of Holdings 24 2 138 35.57%
Net Assets in Top 10 1.66 B 1.09 M 42.7 B 22.56%
Weighting of Top 10 72.34% 17.8% 111.1% 69.87%

Top 10 Holdings

  1. American Century NT Diversified Bond G 17.71%

  2. American Century NT Large Co Val G 9.52%

  3. American Century NT Equity Growth G 8.59%

  4. American Century Global Bond G 6.92%

  5. American Century NT Growth G 6.62%

  6. American Century NT Mid Cap Value G 5.51%

  7. American Century NT International Gr G 4.96%

  8. American Century Inflation-Adjs Bond G 4.46%

  9. American Century NT Intl Val G 4.09%

  10. American Century NT High Income G 3.97%


Asset Allocation

Weighting Return Low Return High ARCMX % Rank
Stocks
55.02% 0.08% 97.49% 64.00%
Bonds
37.27% 0.03% 137.62% 35.64%
Cash
7.46% -100.79% 30.94% 19.73%
Other
0.22% -0.46% 74.41% 29.49%
Preferred Stocks
0.01% 0.00% 7.14% 53.25%
Convertible Bonds
0.01% 0.00% 3.23% 87.34%

Stock Sector Breakdown

Weighting Return Low Return High ARCMX % Rank
Technology
10.73% 0.91% 20.66% 58.67%
Financial Services
9.44% 1.51% 18.80% 61.08%
Healthcare
7.49% 0.62% 13.46% 56.76%
Consumer Cyclical
6.70% 0.85% 12.79% 61.43%
Industrials
6.11% 0.75% 13.93% 61.71%
Consumer Defense
4.19% 0.74% 17.35% 66.10%
Energy
3.60% 0.36% 6.45% 45.58%
Real Estate
2.42% 0.25% 18.90% 55.84%
Basic Materials
1.55% 0.20% 5.40% 86.69%
Utilities
1.25% 0.03% 5.43% 76.57%
Communication Services
1.21% 0.30% 4.78% 79.69%

Stock Geographic Breakdown

Weighting Return Low Return High ARCMX % Rank
US
39.36% 0.07% 66.19% 57.00%
Non US
15.66% 0.00% 46.35% 75.81%

Bond Sector Breakdown

Weighting Return Low Return High ARCMX % Rank
Corporate
14.09% 0.00% 54.72% 28.85%
Government
12.89% 0.00% 137.62% 37.48%
Securitized
10.07% 0.00% 60.24% 26.24%
Cash & Equivalents
7.32% -120.10% 30.94% 18.60%
Municipal
0.24% 0.00% 3.09% 14.99%
Derivative
0.00% -2.76% 15.93% 27.72%

Bond Geographic Breakdown

Weighting Return Low Return High ARCMX % Rank
US
28.41% 0.03% 137.62% 40.52%
Non US
8.86% 0.00% 22.80% 9.90%

ARCMX - Expenses

Operational Fees

ARCMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.09% 0.00% 6.01% 18.33%
Management Fee 0.83% 0.00% 0.95% 98.37%
12b-1 Fee 0.25% 0.00% 1.00% 33.44%
Administrative Fee 0.20% 0.00% 0.40% 66.70%

Sales Fees

ARCMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load 5.75% 2.50% 5.75% 11.54%
Deferred Load N/A 1.00% 4.00% N/A

Trading Fees

ARCMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 2.00% 2.00% N/A

Turnover Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

ARCMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 16.00% 0.00% 106.00% 22.28%

ARCMX - Distributions

Dividend Yield Analysis

ARCMX Category Low Category High ARCMX % Rank
Dividend Yield 0.02% 0.00% 0.05% 31.40%

Dividend Distribution Analysis

ARCMX Category Low Category High Category Mode
Dividend Distribution Frequency Annually Annually Annually Annually

Dividend Payout History


Net Income Ratio Analysis

ARCMX Category Low Category High ARCMX % Rank
Net Income Ratio 1.71% -0.99% 35.20% 50.11%

Capital Gain Distribution Analysis

ARCMX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

ARCMX - Managers

Scott Wilson

Manager

Start Date

Tenure

Tenure Rank

May 30, 2008

11.09

11.1%

Mr. Wilson, Vice President and Portfolio Manager, has been a member of the team since 2013. He joined American Century Investments in 1992, became an analyst in 1994 and a portfolio manager in 2011. He has a bachelor’s degree in business administration from Pepperdine University and is a CFA charterholder.


Richard A. Weiss

Manager

Start Date

Tenure

Tenure Rank

May 28, 2010

9.1

9.1%

Mr. Weiss, Senior Vice President and Senior Portfolio Manager, has been a member of the team that manages the funds since 2010 when he joined American Century Investments. From 1999 to 2010, he was executive vice president and chief investment officer for City National Bank. He has a bachelor's degree in economics from The Wharton School at the University of Pennsylvania and an MBA in finance/econometrics from the University of Chicago, Graduate School of Business.


Radu Gabudean

Manager

Start Date

Tenure

Tenure Rank

Apr 08, 2013

6.23

6.2%

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 bachelor’s degree in economics from York University, Toronto, Canada, and a Ph.D. in finance from New York University, Stern School of Business.


Vidya Rajappa

Manager

Start Date

Tenure

Tenure Rank

Jan 29, 2018

1.42

1.4%

Ms. Rajappa, Vice President and Portfolio Manager, has been a member of the team since 2018 when she joined American Century Investments. Previously, she served in roles as senior vice president of multi-asset solutions and senior vice president of global analytics at AllianceBernstein L.P. She has a bachelor’s degree in electronics and telecommunications from PSG College of Technology, Coimbatore, India and a master's degree in statistics and operations research from New York University. She is a CFA charterholder.


Tenure Analysis

Category Low

2.75

Category High

12.42

Category Average

8.6

Category Mode

7.5