Finny logo
Finny logo
Dibs:
Dibs:
0

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

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

Updated: September 18, 2020
57
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

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

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

Fact Sheet

1. Describe American Century World Mutual Funds, Inc: Global Growth Fund; Class A Shares (AGGRX).

The Fund seeks capital growth. The Fund invests primarily in companies located in developed countries world-wide (including the United States). The portfolio managers look for stocks of companies they believe will increase in value over time, using an investment strategy developed by American Century.

2. What are AGGRX top holdings?

AGGRX has 111 stock holdings and 0 bond holdings.

The top 10 holdings represent 36.59% of total assets. Here are the top holdings:

Name Symbol % Assets
Amazon.com Inc AMZN 5.89%
Visa Inc Class A V 3.89%
Alibaba Group Holding Ltd ADR BABA 3.82%
Teleflex Inc TFX 3.52%
London Stock Exchange Group PLC LSE.L 3.39%
MSCI Inc MSCI 3.31%
Mastercard Inc A MA 3.22%
Equinix Inc EQIX 3.21%
Fidelity National Information Services Inc FIS 3.21%
Shiseido Co Ltd 4911 3.13%

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

AGGRX has generated the following returns:

  • 1-month return is 2.46%;
  • 3-month return is 11.02%;
  • 1-year return is 22.26%;
  • 3-year return is 14.96%;
  • 5-year return is 13.41%;
  • 10-year return is 11.98%;
  • 15-year return is 8.62%.

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

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

5. What is AGGRX dividend yield?

AGGRX yield is 0%.

6. What is AGGRX minimum initial investment amount?

AGGRX minimum initial investment amount is N/A.

7. What is AGGRX expense ratio?

AGGRX expense ratio is 1.32%. 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 AGGRX have any sales loads or 12b-1 distribution expenses?

AGGRX 12b-1 distribution fee is 0.25. AGGRX front-end sales load is 5.75. AGGRX back-end sales load is 0.

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

  • 1-year ax cost ratio is 3.79%;
  • 3-year ax cost ratio is 3.01%.

See Taxes

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

  • 3-year beta is 0.97;
  • 5-year beta is 0.94;
  • 10-year beta is 0.89.

See Risks

11. What is AGGRX Sharpe ratio?

  • 3-year Sharpe ratio is 0.69;
  • 5-year Sharpe ratio is 0.61;
  • 10-year Sharpe ratio is 0.79.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 57. Our quantitative analysis shows 4 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 57.

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

The following are AGGRX strengths from our perspective:

  • <strong>AGGRX 3-year return</strong> is 14.96%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 8.25%.
  • <strong>AGGRX 5-year return</strong> is 13.41%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 10.5%.
  • <strong>AGGRX 10-year return</strong> is 11.98%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.28%.
  • <strong>AGGRX 15-year return</strong> is 8.62%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 6.61%.

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

The following are AGGRX weaknesses from our perspective:

  • <strong>AGGRX net assets</strong> are $27.80 million. This fund is not a popular choice with retail investors.
  • <strong>AGGRX expense ratio</strong> is 1.32%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the AGGRX review, we covered AGGRX 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.
Follow Us