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

Updated: Today
14
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio

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

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

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

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

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

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

Fact Sheet

1. Describe American Century Asset Allocation Portfolios, Inc: One Choice Portfolio Aggressive; Investor Class Shares (AOGIX).

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.

2. What are AOGIX top holdings?

AOGIX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 70.79% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century Large Company Value Inv ALVIX 10.44%
American Century Sustainable Equity Inv AFDIX 9.46%
American Century Growth Inv TWCGX 8.80%
American Century Heritage Inv TWHIX 7.30%
American Century Mid Cap Value Inv ACMVX 6.70%
American Century International Gr Inv TWIEX 6.62%
American Century Diversified Bond Inv ADFIX 6.17%
American Century Emerging Markets Inv TWMIX 5.64%
American Century Equity Growth Inv BEQGX 4.88%
American Century Focused Dynamic Gr Inv ACFOX 4.78%

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

AOGIX has generated the following returns:

  • 1-month return is 3.30%;
  • 3-month return is 5.16%;
  • 1-year return is 12.09%;
  • 3-year return is 7.75%;
  • 5-year return is 8.63%;
  • 10-year return is 8.94%;
  • 15-year return is 7.58%.

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

In the last 10 years, AOGIX had 7 up years and 3 down years.

AOGIX up and down years

5. What is AOGIX dividend yield?

AOGIX yield is 1.56%.

6. What is AOGIX minimum initial investment amount?

AOGIX minimum initial investment amount is $3.00K.

7. What is AOGIX expense ratio?

AOGIX expense ratio is 0.97%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AOGIX expenses

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

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

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

  • 1-year ax cost ratio is 2.99%;
  • 3-year ax cost ratio is 2.07%.
AOGIX tax costs

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

  • 3-year beta is 1.39;
  • 5-year beta is 1.38;
  • 10-year beta is 1.37;
  • 15-year beta is 1.34.
AOGIX Beta

11. What is AOGIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.55;
  • 5-year Sharpe ratio is 0.69;
  • 10-year Sharpe ratio is 0.84.
AOGIX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.

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

The following are AOGIX 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 AOGIX? What are AOGIX negatives?

The following are AOGIX weaknesses from our perspective:

  • <strong>AOGIX net assets</strong> are $888.60 million. This fund is not a popular choice with retail investors.
  • <strong>AOGIX 3-year return</strong> is 7.75%, which is lower than the 3-year return of the benchmark index (Russell 3000 TR USD), 12.38%.
  • <strong>AOGIX 5-year return</strong> is 8.63%, which is lower than the 5-year return of the benchmark index (Russell 3000 TR USD), 12.86%.
  • <strong>AOGIX 10-year return</strong> is 8.94%, which is lower than the 10-year return of the benchmark index (Russell 3000 TR USD), 13.49%.
  • <strong>AOGIX 15-year return</strong> is 7.58%, which is lower than the 15-year return of the benchmark index (Russell 3000 TR USD), 9.7%.
  • <strong>AOGIX expense ratio</strong> is 0.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the AOGIX review, we covered AOGIX 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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