3 / 5 Stars
3 3 2 1 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.72 percent over the past year, 8.14 percent over the past three years, 13.96 percent over the past five years, and 5.87 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||14.0%|
|10 Years (Annualized)||5.9%|
The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 79% of assets in equities, 20% of assets in bonds, and 1% of 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.
Fees are Above Average compared to funds in the same category.
American Century Investments Strategic Allocation: Aggressive Fund has an expense ratio of 2.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.