AOMIX vs FPURX

Both AOMIX and FPURX are mutual funds. AOMIX has a lower 5-year return than FPURX (10.66% vs 14.37%). Below is the comparison between AOMIX and FPURX.

AOMIX FPURX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family American Century Investments Fidelity Investments
Net Assets $2.22B $29.16B
Expense Ratio 0.00% 0.52%
Management Style active active
Dividend Yield 1.14% 0.95%
Minimum Investment $3,000.00 $2,500.00
YTD Return 9.82% 16.77%
1-Year Return -0.33% 2.76%
3-Year Return 13.94% 18.12%
5-Year Return 10.66% 14.37%
10-Year Return 9.87% 12.75%

AOMIX description

The Fund seeks total return which includes both capital appreciation and income from dividends and interest that is consistent with the asset mix. The Fund seeks to achieve its objective by investing in other American Century mutual funds that represent a variety of asset classes and investment styles.

AOMIX performance & returns

YTD Return 9.82%
1-Month Return -1.36%
3-Month Return -0.33%
1-Year Return -0.33%
3-Year Return 13.94%
5-Year Return 10.66%
10-Year Return 9.87%
AOMIX expense ratio is N/A.

AOMIX holdings

Top 10 Holdings (67.27% of Total Assets)

Name Symbol % Assets
American Century Diversified Bond Inv ADFIX 13.27%
American Century Sustainable Equity Inv AFDIX 9.14%
American Century Large Company Value Inv ALVIX 7.81%
American Century Growth Inv TWCGX 6.43%
American Century Mid Cap Value Inv ACMVX 5.73%
American Century International Gr Inv TWIEX 5.33%
American Century Heritage Inv TWHIX 5.29%
American Century Inflation Adjs Bond Inv ACITX 4.96%
American Century Global Bond Inv AGBVX 4.86%
American Century Equity Growth Inv BEQGX 4.45%

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FPURX description

The Fund seeks income and capital growth consistent with reasonable risk by investing 60% of assets in stocks and other equity securities and the rest in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral.

FPURX performance & returns

YTD Return 16.77%
1-Month Return 0.56%
3-Month Return 2.76%
1-Year Return 2.76%
3-Year Return 18.12%
5-Year Return 14.37%
10-Year Return 12.75%
FPURX expense ratio is 0.52%.

FPURX holdings

Top 10 Holdings (25.35% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.65%
Amazon.com Inc AMZN 4.29%
Apple Inc AAPL 3.98%
Alphabet Inc Class C GOOG 2.44%
Facebook Inc A FB 2.42%
Fidelity Revere Str Tr N/A 1.80%
NVIDIA Corp NVDA 1.76%
Salesforce.com Inc CRM 1.43%
Mastercard Inc A MA 1.35%
United States Treasury Bonds 3% N/A 1.23%

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