3 / 5 Stars
4 4 4 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 61 Retirement Income 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 8.03 percent over the past year, 7.23 percent over the past three years, and 4.17 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.1%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||N/A|
The investment seeks current income; capital appreciation is a secondary objective. 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 fund's target allocation for the various asset classes and underlying funds is to invest 45% of its assets in stock funds, 45% of its assets in bond funds, and 10% of its assets in money market funds. The target asset mix of LIVESTRONG Income Portfolio is expected to remain fixed over time.
Fees are High compared to funds in the same category.
American Century Asset Allocation Portfolios LIVESTRONG Income Portfolio has an expense ratio of 1.21 percent.
Risk is Average compared to funds in the same category according to Morningstar.