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American Century Strat Allc: Mod R (ASMRX)

5.93
-0.23
(-3.73%)
At close: 8:03:44 PM EDT
Loading Chart for ASMRX
  • Previous Close 6.16
  • YTD Return -0.32%
  • Expense Ratio 1.34%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 716.6M
  • Beta (5Y Monthly) 1.00
  • Yield 1.70%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.11
  • Inception Date Feb 15, 1996

The fund's asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 64% of its assets in stocks, 32% of its assets in bonds, and 4% 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.

American Century Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

716.6M

Net Assets

1996-02-15

Inception Date

Performance Overview: ASMRX

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Trailing returns as of 4/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

ASMRX
0.32%
Category
9.69%
 

1-Year Return

ASMRX
4.47%
Category
27.06%
 

3-Year Return

ASMRX
3.62%
Category
11.00%
 

5-Year Return

ASMRX
9.81%
Category
10.26%
 

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Holdings: ASMRX

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Sector Weightings

SectorASMRX
Technology   21.83%
Industrials   12.95%
Healthcare   11.46%
Real Estate   5.46%
Energy   3.91%
Utilities   2.63%

Recent News: ASMRX

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Research Reports: ASMRX

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