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15 important things you should know about American Century Investments ACCPX mutual fund

Updated: September 19, 2020
N/A
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for ACCPX “stock” price, you can quickly find it out by visiting Finny and typing "ACCPX quote". If you’re looking for a quick scoop on ACCPX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ACCPX". You’ll get all this info in one place.

Are you looking to buy or sell ACCPX? Or perhaps you’re looking for ACCPX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ACCPX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ACCPX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ACCPX buy or sell; the pros and cons of investing in ACCPX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ACCPX.

And here is the list of questions we’ll answer:

  1. Describe American Century Investment Trust: Core Plus Fund; Class R Shares (ACCPX).
  2. What are ACCPX holdings?
  3. What is ACCPX performance? What are ACCPX historical returns?
  4. How many up and down years did ACCPX have historically?
  5. What is ACCPX dividend yield?
  6. What is ACCPX minimum initial investment amount?
  7. What is ACCPX expense ratio?
  8. Does ACCPX have any sales loads or 12b-1 distribution expenses?
  9. What is ACCPX tax efficiency (tax-cost ratio)?
  10. What is ACCPX beta? How would you assess ACCPX risk?
  11. What is ACCPX Sharpe ratio?
  12. What is ACCPX Finny Score? ACCPX buy or sell?
  13. What are the pros of investing in ACCPX? What are ACCPX buy reasons?
  14. What are the cons of investing in ACCPX? What are ACCPX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century Investment Trust: Core Plus Fund; Class R Shares (ACCPX).

The Fund seeks to maximize total return and as a secondary objective, the Fund seeks a high level of income. The Fund invests at least 65% of its assets in investment-grade debt with average maturity of 3.5 years or longer.

2. What are ACCPX top holdings?

ACCPX has 0 stock holdings and 599 bond holdings.

The top 9 holdings represent 33.30% of total assets. Here are the top holdings:

Name Symbol % Assets
Bp9u31zz0 Cds Usd R V 00mevent 2i65brsp6 Ice Ccp N/A 8.85%
Bp9u31zz0 Cds Usd P F 5.00000 Markit Cdx Na Hy Ice Ccp N/A 8.34%
2 Year Treasury Note Future June 20 ZTM0 3.72%
United States Treasury Notes 1.62% N/A 2.36%
United States Treasury Bonds 2.25% N/A 2.14%
United States Treasury Notes 1.5% N/A 2.05%
United States Treasury Notes 0.5% N/A 2.03%
10 Year Treasury Note Future June 20 ZNM0 1.98%
Ultra 10 Year US Treasury Note Future June 20 TNM0 1.83%

3. What is ACCPX performance? What are ACCPX historical returns?

ACCPX has generated the following returns:

  • 1-month return is -0.61%;
  • 3-month return is 2.74%;
  • 1-year return is 4.45%;
  • 3-year return is 3.95%;
  • 5-year return is 3.59%;
  • 10-year return is 3.17%.

4. How many up and down years did ACCPX have historically?

In the last 10 years, ACCPX had 7 up years and 3 down years. See Performances

5. What is ACCPX dividend yield?

ACCPX yield is 2.25%.

6. What is ACCPX minimum initial investment amount?

ACCPX minimum initial investment amount is N/A.

7. What is ACCPX expense ratio?

ACCPX expense ratio is 1.05%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does ACCPX have any sales loads or 12b-1 distribution expenses?

ACCPX 12b-1 distribution fee is 0.5. ACCPX front-end sales load is 0. ACCPX back-end sales load is 0.

9. What is ACCPX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.69%;
  • 3-year ax cost ratio is 1.02%.

See Taxes

10. What is ACCPX beta? How would you assess ACCPX risk?

  • 3-year beta is 1.02;
  • 5-year beta is 1.01;
  • 10-year beta is 0.99.

See Risks

11. What is ACCPX Sharpe ratio?

  • 3-year Sharpe ratio is 0.53;
  • 5-year Sharpe ratio is 0.62;
  • 10-year Sharpe ratio is 0.80.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 6 reasons to sell it, resulting in the Finny Score of 0.

13. What are the pros of investing in ACCPX? What are ACCPX buy reasons?

We don't see any strong reasons to buy ACCPX.

14. What are the cons of investing in ACCPX? What are ACCPX negatives?

The following are ACCPX weaknesses from our perspective:

  • <strong>ACCPX net assets</strong> are $0.60 million. This fund is not a popular choice with retail investors.
  • <strong>ACCPX 3-year return</strong> is 3.95%, which is lower than the 3-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 5.13%.
  • <strong>ACCPX 5-year return</strong> is 3.59%, which is lower than the 5-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 4.24%.
  • <strong>ACCPX 10-year return</strong> is 3.17%, which is lower than the 10-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 3.71%.
  • <strong>ACCPX expense ratio</strong> is 1.05%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.5%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the ACCPX review, we covered ACCPX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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