Core Plus Fund Quote
| ACCNX Fund | USD 9.16 0.02 0.22% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Core Plus is trading at 9.16 as of the 22nd of November 2024; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 9.14. Core Plus 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. Equity ratings for Core Plus Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests at least 65 percent of its assets in investment-grade, non-money market debt securities. It invests in debt securities such as notes, bonds, commercial paper, mortgage- or asset-backed securities, collateralized loan obligations, collateralized mortgage obligations, and U.S. More on Core Plus Fund
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Moving against Core Mutual Fund
Core Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, American Century Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Core Plus Fund [ACCNX] is traded in USA and was established 22nd of November 2024. Core Plus is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of American Century Investments family. This fund presently has accumulated 387.15 M in assets under management (AUM) with no minimum investment requirementsCore Plus Fund is currently producing year-to-date (YTD) return of 1.9% with the current yeild of 0.0%, while the total return for the last 3 years was -2.87%.
Check Core Plus 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 Core 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 Core 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 Core Plus Fund 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 Core Plus Fund Mutual Fund Constituents
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond |
Core Plus Top Holders
| AORMX | One Choice Portfolio | Mutual Fund | Allocation--50% to 70% Equity | |
| AOMIX | One Choice Portfolio | Mutual Fund | Allocation--50% to 70% Equity | |
| AOGIX | One Choice Portfolio | Mutual Fund | Allocation--70% to 85% Equity | |
| AORYX | One Choice Portfolio | Mutual Fund | Allocation--70% to 85% Equity |
Core Plus Fund Risk Profiles
| Mean Deviation | 0.2357 | |||
| Standard Deviation | 0.3037 | |||
| Variance | 0.0922 | |||
| Risk Adjusted Performance | (0.06) |
Core Plus Against Markets
Other Information on Investing in Core Mutual Fund
Core Plus financial ratios help investors to determine whether Core 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 Core with respect to the benefits of owning Core Plus security.
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