Strategic Allocation Moderate Fund Quote

ACOAX Fund  USD 6.87  0.06  0.88%   

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Strategic Allocation: is trading at 6.87 as of the 23rd of January 2026; that is 0.88 percent up since the beginning of the trading day. The fund's open price was 6.81. Strategic Allocation: has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 25th of October 2025 and ending today, the 23rd of January 2026. Click here to learn more.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 64 percent of its assets in stocks, 32 percent of its assets in bonds, and 4 percent of its assets in cash equivalents. More on Strategic Allocation Moderate

Moving together with Strategic Mutual Fund

  0.8AMDVX Mid Cap ValuePairCorr
  0.92AMGIX Income GrowthPairCorr
  0.87AMKIX Emerging MarketsPairCorr
  0.76TWACX Short Term GovernmentPairCorr
  0.93TWCAX Select Fund APairCorr

Strategic Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity, American Century Investments (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of December 2025
Fiscal Year EndJuly
Strategic Allocation Moderate [ACOAX] is traded in USA and was established 23rd of January 2026. Strategic Allocation: is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of American Century Investments family. This fund presently has accumulated 765.76 M in assets under management (AUM) with no minimum investment requirementsStrategic Allocation: is currently producing year-to-date (YTD) return of 1.78% with the current yeild of 0.02%, while the total return for the last 3 years was 11.18%.
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 Moderate 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 Moderate Mutual Fund Constituents

AAPLApple IncStockInformation Technology
WMTWalmart Common StockStockConsumer Staples
MSFTMicrosoftStockInformation Technology
VVisa Class AStockFinancials
AMZNAmazon IncStockConsumer Discretionary
AVUVAvantis Small CapEtfSmall Value
FDGAmerican Century ETFEtfLarge Growth
FLVAmerican Century ETFEtfLarge Value
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Strategic Allocation: Risk Profiles

Strategic Allocation: Against Markets

Strategic Mutual Fund Analysis Notes

The fund holds about 8.28% of assets under management (AUM) in cash. Strategic Allocation: last dividend was 0.01 per share. Large Blend For more info on Strategic Allocation Moderate please contact the company at 800-345-2021.

Strategic Allocation: Investment Alerts

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The fund holds about 8.28% of its assets under management (AUM) in cash

Top Strategic Allocation Moderate Mutual Fund Constituents

Strategic Allocation: Outstanding Bonds

Strategic Allocation: issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Strategic Allocation: uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Strategic bonds can be classified according to their maturity, which is the date when Strategic Allocation Moderate has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Strategic Allocation: Predictive Daily Indicators

Strategic Allocation: intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Strategic Allocation: mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Strategic Allocation: Forecast Models

Strategic Allocation:'s time-series forecasting models are one of many Strategic Allocation:'s mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Strategic Allocation:'s historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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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