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

Updated: September 19, 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 AGORX “stock” price, you can quickly find it out by visiting Finny and typing "AGORX quote". If you’re looking for a quick scoop on AGORX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AGORX". You’ll get all this info in one place.

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

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

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

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

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 AGORX top holdings?

AGORX 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 AGORX performance? What are AGORX historical returns?

AGORX has generated the following returns:

  • 1-month return is 2.45%;
  • 3-month return is 10.96%;
  • 1-year return is 21.97%;
  • 3-year return is 14.69%;
  • 5-year return is 13.13%;
  • 10-year return is 11.70%;
  • 15-year return is 8.35%.

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

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

5. What is AGORX dividend yield?

AGORX yield is 0%.

6. What is AGORX minimum initial investment amount?

AGORX minimum initial investment amount is N/A.

7. What is AGORX expense ratio?

AGORX expense ratio is 1.57%. 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 AGORX have any sales loads or 12b-1 distribution expenses?

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

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

  • 1-year ax cost ratio is 3.88%;
  • 3-year ax cost ratio is 3.06%.

See Taxes

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

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

See Risks

11. What is AGORX Sharpe ratio?

  • 3-year Sharpe ratio is 0.68;
  • 5-year Sharpe ratio is 0.60;
  • 10-year Sharpe ratio is 0.77.

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 AGORX? What are AGORX buy reasons?

The following are AGORX strengths from our perspective:

  • <strong>AGORX 3-year return</strong> is 14.69%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 8.25%.
  • <strong>AGORX 5-year return</strong> is 13.13%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 10.5%.
  • <strong>AGORX 10-year return</strong> is 11.7%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.28%.
  • <strong>AGORX 15-year return</strong> is 8.35%, 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 AGORX? What are AGORX negatives?

The following are AGORX weaknesses from our perspective:

  • <strong>AGORX net assets</strong> are $7.50 million. This fund is not a popular choice with retail investors.
  • <strong>AGORX expense ratio</strong> is 1.57%, 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 AGORX review, we covered AGORX 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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