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American Century Investments LIVESTRONG 2040 Portfolio Class A

 (MUTF:ARDMX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +1.45%
   
4 week   +5.42%
   
3 month   +7.23%
   
YTD   +11.56%
   
1 year   +23.52%
   
3 years*   +14.36%
   
5 years*   -  
*annualized
Best 3 month return+21.72%  
Worst 3 month return-27.29%  

Morningstar statistics

Morningstar category: Target Date 2036-2040
  Return Risk Rating
3 years Below Average Low
5 years     -     - -
10 years     -     - -
Overall Below Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets575.30M 
Front load5.75%  
Deferred load-  
Expense ratio1.20%  
Management fee-  
Fund familyAmerican Century Investments 

Asset allocation

Cash4.27%  
Stocks74.76%  
Bonds20.19%  
Preferred0.01%  
Convertible0.01%  
Other0.76%  

Purchase information

InitialUS$2,500  
AdditionalUS$50  
AIP InitialUS$2,500  
AIP AdditionalUS$50  
11.79-0.10(-0.84%)
May 22, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks the highest total return consistent with its asset mix. The fund is a "fund of funds," it invests 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 refers to the approximate year an investor plans to retire and likely would stop making new investments in the fund. The current asset allocation is to invest 76.35% of its assets in stock funds, 22.15% of its assets in bond funds, and 1.50% of its assets in money markets funds.
Fund filings (PDF) »
Asset managers:
Scott Wilson (Started: Dec 31, 2008)
Richard Weiss (Started: May 28, 2010)
Radu Gabudean (Started: Apr 8, 2013)
Scott Wittman (Started: Jun 2, 2009)
Advisor Company:
American Century Inv Mgt, Inc.
Fund family reports on Morningstar »
American Century Investments, P.O. Box 419200, Kansas City, MO 64141, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.43 -1.25     -     -
Beta* 1.18 1.29     -     -
Mean annual return 0.99 0.86     -     -
R-squared* 98.52 98.18     -     -
Standard deviation 8.30 12.66     -     -
Sharpe ratio 1.42 0.81     -     -
* Against standard index

Top 10 holdings