ARTAX:NASDAQ
American Century Investments One Choice In Retirement Portfolio A Class – ARTAX Fund Overview
Last Price | Today's Change | 52-Week Range | Trading Volume |
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12.47 | 0.03 (+0.24%) | 11.92 - 13.05 | -- |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - ARTAX
The investment seeks current income; capital appreciation is a secondary objective.
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 underlying stock funds draw on growth,value and quantitative investment techniques and diversify investments among small, medium and large U.S. and foreign companies. The neutral mix of One Choice In Retirement Portfolio is expected to remain fixed over time.
Growth of $10,000 (10 Years)
Total Return | 5.24% |
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Yield (Trailing 12 Mo.) | 2.34% |
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Expense Ratio | 1.05% |
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Front Load | 5.75% |
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Deferred Load | None |
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Minimum Investment | $2,500 |
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Management Tenure | 18 Years |
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Fund Inception | 08/31/2004 |
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Trailing Total Returns - ARTAX
as of 02/28/2025
Timeframe | ARTAX | S&P 500 | Target-Date Retirement |
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1 Month | 0.55% | -1.30% | 1.04% |
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3 Month | 0.40% | -0.97% | 0.61% |
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Year-to-Date | 2.59% | 1.44% | 2.56% |
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1 Year | 8.68% | 18.41% | 8.34% |
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3 Year | 3.46% | 12.55% | 2.98% |
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5 Year | 5.44% | 16.85% | 4.11% |
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10 Year | 4.60% | 12.98% | 3.97% |
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Since Inception | 5.24% | 11.12% | -- |
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Sector Allocation - ARTAX
as of 02/28/2025
Basic Materials | | 2.89% |
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Consumer Cyclical | | 9.00% |
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Financial Services | | 16.67% |
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Real Estate | | 4.25% |
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Consumer Defensive | | 7.49% |
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Healthcare | | 13.52% |
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Utilities | | 3.52% |
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Communication Services | | 5.43% |
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Energy | | 3.97% |
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Industrials | | 10.72% |
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Technology | | 22.54% |
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Asset Allocation - ARTAX
as of 02/28/2025
By Percent | Short | 0% | Long | Net |
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Stock | 0.00 | | | 32.00 | 32.00 |
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Bond | 5.15 | | | 45.33 | 40.17 |
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Other | 0.00 | | | 0.04 | 0.04 |
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Foreign Stock | 0.00 | | | 12.49 | 12.49 |
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Foreign Bond | 0.00 | | | 12.20 | 12.20 |
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Total | 5.15 | | | 102.06 | 96.90 |
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Cash | 0.07 | | | 2.65 | 2.57 |
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Total Net Assets | $1.56B |
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Total Stock Holdings | 0 |
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Total Bond Holdings | 0 |
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Bond Credit Quality - ARTAX
as of 02/28/2025
AAA | | 56.07% |
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AA | | 3.32% |
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A | | 10.47% |
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BBB | | 13.33% |
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BB | | 9.73% |
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B | | 3.21% |
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Below B | | 1.02% |
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Not Rated | | 2.84% |
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Top Ten Holdings - ARTAX
as of 02/28/2025
Valuation & Growth - ARTAX
as of 02/28/2025
Valuation | ARTAX | Category Range |
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Price/Earnings | 22.17 | |
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Price/Book | 2.81 | |
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Price/Sales | 2.11 | |
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Price/Cash Flow | 13.91 | |
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Dividend Yield | 2.32 | |
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LT Earnings | 9.25 | |
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Historical Earnings | 19.14 | |
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Sales Growth | 7.85 | |
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Cash-Flow Growth | 8.04 | |
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Book-Value Growth | 5.28 | |
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