Strategic Allocation Servative Fund Quote
| AACRX Fund | USD 5.51 0.03 0.55% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Strategic Allocation: is trading at 5.51 as of the 31st of January 2025; that is 0.55 percent up since the beginning of the trading day. The fund's open price was 5.48. Strategic Allocation: has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 45 percent of its assets in equities, 49 percent of its assets in bonds, and 6 percent of its assets in cash equivalents. More on Strategic Allocation Servative
Moving together with Strategic Mutual Fund
Moving against Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Update Date | 31st of December 2024 |
Strategic Allocation Servative [AACRX] is traded in USA and was established 31st of January 2025. Strategic Allocation: is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of American Century Investments family. This fund presently has accumulated 485.17 M in assets under management (AUM) with minimum initial investment of 2.5 K. Strategic Allocation: is currently producing year-to-date (YTD) return of 2.04% with the current yeild of 0.02%, while the total return for the last 3 years was 2.73%.
Check Strategic Allocation: Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Strategic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Strategic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Strategic Allocation Servative Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Strategic Allocation Servative Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| AVDE | Avantis International Equity | Etf | Foreign Large Blend | |
| AVUS | Avantis Equity ETF | Etf | Large Blend | |
| FDG | American Century ETF | Etf | Large Growth | |
| FLV | American Century ETF | Etf | Large Value |
Strategic Allocation: Risk Profiles
| Mean Deviation | 0.3698 | |||
| Standard Deviation | 0.6637 | |||
| Variance | 0.4406 | |||
| Risk Adjusted Performance | (0.05) |
Strategic Allocation: Against Markets
Other Information on Investing in Strategic Mutual Fund
Strategic Allocation: financial ratios help investors to determine whether Strategic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Strategic with respect to the benefits of owning Strategic Allocation: security.
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