Strategic Allocation Moderate Fund Quote
| ACOAX Fund | USD 6.83 0.04 0.59% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Strategic Allocation: is trading at 6.83 as of the 26th of November 2024; that is 0.59 percent up since the beginning of the trading day. The fund's open price was 6.79. Strategic Allocation: has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Strategic Allocation Moderate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. 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
Moving against Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, American Century Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Strategic Allocation Moderate [ACOAX] is traded in USA and was established 26th of November 2024. 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 741.86 M in assets under management (AUM) with no minimum investment requirementsStrategic Allocation: is currently producing year-to-date (YTD) return of 11.22% with the current yeild of 0.02%, while the total return for the last 3 years was 2.02%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| AVUV | Avantis Small Cap | Etf | Small Value | |
| FDG | American Century ETF | Etf | Large Growth | |
| FLV | American Century ETF | Etf | Large Value |
Strategic Allocation: Risk Profiles
| Mean Deviation | 0.3636 | |||
| Semi Deviation | 0.3752 | |||
| Standard Deviation | 0.4637 | |||
| Variance | 0.2151 |
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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