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

Updated: December 27, 2020

Bull Case

No sales load or distribution fees

Bear Case

Low net assets

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

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

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

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

Describe American Century Mutual Funds, Inc: Adaptive Equity Fund; Investor Class Shares (AMVIX).
What are AMVIX holdings?
What is AMVIX performance? What are AMVIX historical returns?
How many up and down years did AMVIX have historically?
What is AMVIX dividend yield?
What is AMVIX minimum initial investment amount?
What is AMVIX expense ratio?
Does AMVIX have any sales loads or 12b-1 distribution expenses?
What is AMVIX tax efficiency (tax-cost ratio)?
What is AMVIX beta? How would you assess AMVIX risk?
What is AMVIX Sharpe ratio?
What is AMVIX Finny Score? AMVIX buy or sell?
What are the pros of investing in AMVIX? What are AMVIX buy reasons?
What are the cons of investing in AMVIX? What are AMVIX sell reasons?

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

Fact Sheet

1. Describe American Century Mutual Funds, Inc: Adaptive Equity Fund; Investor Class Shares (AMVIX).

2. What are AMVIX top holdings?

AMVIX has 121 stock holdings and 0 bond holdings.

The top 10 holdings represent 30.52% of total assets. Here are the top holdings:

Name	Symbol	% Assets
Bristol-Myers Squibb Company	BMY	3.35%
ServiceNow Inc	NOW	3.21%
The Toro Co	TTC	3.18%
Twitter Inc	TWTR	3.10%
Charter Communications Inc A	CHTR	3.05%
IDEXX Laboratories Inc	IDXX	2.99%
Intel Corp	INTC	2.97%
Amazon.com Inc	AMZN	2.93%
AbbVie Inc	ABBV	2.91%
OneMain Holdings Inc	OMF	2.83%

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

AMVIX has generated the following returns:

1-month return is 3.01%;
3-month return is 6.59%;
1-year return is 4.49%;
3-year return is 10.52%;
5-year return is 8.38%;
10-year return is 12.56%.

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

In the last 10 years, AMVIX had 8 up years and 1 down year.

5. What is AMVIX dividend yield?

AMVIX yield is %.

6. What is AMVIX minimum initial investment amount?

AMVIX minimum initial investment amount is $3.00K.

7. What is AMVIX expense ratio?

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

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

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

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

1-year ax cost ratio is 6.25%;
3-year ax cost ratio is 2.98%.

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

3-year beta is 0.96;
5-year beta is 1.00;
10-year beta is 1.04.

11. What is AMVIX Sharpe ratio?

3-year Sharpe ratio is 0.74;
5-year Sharpe ratio is 0.62;
10-year Sharpe ratio is 0.89.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

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

The following are AMVIX strengths from our perspective:

Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are AMVIX weaknesses from our perspective:

AMVIX net assets are $0.00 million. This fund is not a popular choice with retail investors.

In the AMVIX review, we covered AMVIX 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.