AORMX:NASDAQ
American Century Investments One Choice Portfolio®: Moderate R Class – AORMX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 14.19 | -0.16 (-1.11%) | 14.19 - 15.99 | -- |
Market data as of 12:00AM 04/07/25. Quotes are delayed by at least 15 min.
Overview - AORMX
The investment seeks the highest total return consistent with its asset mix.
The fund invests in other American Century Investments mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. Its asset allocation strategy emphasizes investments in equity securities, but maintains a sizeable portion of the fund's assets in fixed-income securities and short-term investments. The fund invests 64% of its assets in underlying funds that invest in stocks, 32% of its assets in underlying funds that invest in bonds, and 4% of its assets in underlying funds that invest in cash equivalents.
Growth of $10,000 (10 Years)
| Total Return | 5.33% |
|---|
| Yield (Trailing 12 Mo.) | 2.05% |
|---|
| Expense Ratio | 1.37% |
|---|
| Front Load | None |
|---|
| Deferred Load | None |
|---|
| Minimum Investment | $2,500 |
|---|
| Management Tenure | 18 Years |
|---|
| Fund Inception | 03/20/2015 |
|---|
Trailing Total Returns - AORMX
as of 03/31/2025
| Timeframe | AORMX | S&P 500 | Moderate Allocation |
|---|
| 1 Month | -2.62% | -5.63% | -2.58% |
|---|
| 3 Month | -0.39% | -4.27% | -0.31% |
|---|
| Year-to-Date | -0.39% | -4.27% | -0.31% |
|---|
| 1 Year | 3.90% | 8.25% | 5.41% |
|---|
| 3 Year | 2.99% | 9.06% | 4.30% |
|---|
| 5 Year | 8.96% | 18.59% | 10.14% |
|---|
| 10 Year | 5.47% | 12.50% | 6.33% |
|---|
| Since Inception | 5.33% | 10.98% | -- |
|---|
Sector Allocation - AORMX
as of 03/31/2025
| Basic Materials | | 2.52% |
|---|
| Consumer Cyclical | | 10.52% |
|---|
| Financial Services | | 14.86% |
|---|
| Real Estate | | 5.89% |
|---|
| Consumer Defensive | | 6.81% |
|---|
| Healthcare | | 12.63% |
|---|
| Utilities | | 2.91% |
|---|
| Communication Services | | 5.75% |
|---|
| Energy | | 3.55% |
|---|
| Industrials | | 11.48% |
|---|
| Technology | | 23.08% |
|---|
Asset Allocation - AORMX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
|---|
| Stock | 0.00 | | | 42.88 | 42.88 |
|---|
| Bond | 3.13 | | | 29.43 | 26.30 |
|---|
| Other | 0.00 | | | 0.05 | 0.05 |
|---|
| Foreign Stock | 0.00 | | | 20.07 | 20.07 |
|---|
| Foreign Bond | 0.00 | | | 8.79 | 8.79 |
|---|
| Total | 3.13 | | | 101.22 | 98.09 |
|---|
| Cash | 0.09 | | | 1.48 | 1.40 |
|---|
| Total Net Assets | $1.71B |
|---|
| Total Stock Holdings | 0 |
|---|
| Total Bond Holdings | 0 |
|---|
Bond Credit Quality - AORMX
as of 03/31/2025
| AAA | | 49.66% |
|---|
| AA | | 4.67% |
|---|
| A | | 10.20% |
|---|
| BBB | | 16.60% |
|---|
| BB | | 12.43% |
|---|
| B | | 3.25% |
|---|
| Below B | | 0.83% |
|---|
| Not Rated | | 2.37% |
|---|
Top Ten Holdings - AORMX
as of 03/31/2025
Valuation & Growth - AORMX
as of 03/31/2025
| Valuation | AORMX | Category Range |
|---|
| Price/Earnings | 22.44 | |
|---|
| Price/Book | 2.85 | |
|---|
| Price/Sales | 2.08 | |
|---|
| Price/Cash Flow | 14.13 | |
|---|
| Dividend Yield | 2.16 | |
|---|
| LT Earnings | 9.83 | |
|---|
| Historical Earnings | 19.2 | |
|---|
| Sales Growth | 7.71 | |
|---|
| Cash-Flow Growth | 9.25 | |
|---|
| Book-Value Growth | 5.58 | |
|---|
