14 important things you should know about American Century Investments AOMIX mutual fund

Updated: June 28, 2020
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Before we start: if you’re looking for AOMIX “stock” price, you can quickly find it out by visiting Finny and typing "AOMIX quote". If you’re looking for a quick scoop on AOMIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AOMIX". You’ll get all this info in one place.

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

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

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

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

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 AOMIX top holdings?

AOMIX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 68.09% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century Diversified Bond Inv ADFIX 14.13%
American Century Sustainable Equity Inv AFDIX 9.02%
American Century Large Company Value Inv ALVIX 7.62%
American Century Growth Inv TWCGX 6.29%
American Century Mid Cap Value Inv ACMVX 5.86%
American Century International Gr Inv TWIEX 5.66%
American Century Global Bond Inv AGBVX 5.10%
American Century Heritage Inv TWHIX 5.04%
American Century Inflation Adjs Bond Inv ACITX 5.04%
American Century Equity Growth Inv BEQGX 4.33%

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

AOMIX has generated the following returns:

  • 1-month return is 3.94%;
  • 3-month return is -8.83%;
  • 1-year return is 1.10%;
  • 3-year return is 4.24%;
  • 5-year return is 4.14%;
  • 10-year return is 7.02%;
  • 15-year return is 6.13%.

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

In the last 10 years, AOMIX had 8 up years and 2 down years.

5. What is AOMIX dividend yield?

AOMIX yield is 1.75%.

6. What is AOMIX minimum initial investment amount?

AOMIX minimum initial investment amount is $3.00K.

7. What is AOMIX expense ratio?

AOMIX expense ratio is 0.9%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 1.77%;
  • 3-year ax cost ratio is 1.62%.

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

  • 3-year beta is 1.12;
  • 5-year beta is 1.11;
  • 10-year beta is 1.10;
  • 15-year beta is 1.08.

11. What is AOMIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.06;
  • 5-year Sharpe ratio is 0.20;
  • 10-year Sharpe ratio is 0.61.

Analysis

12. What is AOMIX Finny Score? AOMIX buy or sell?

AOMIX Finny Score is 13. Our quantitative analysis shows 1 reason to buy AOMIX and 7 reasons to sell it, resulting in the Finny Score of 13.

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

The following are AOMIX 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 AOMIX? What are AOMIX negatives?

The following are AOMIX weaknesses from our perspective:

  • AOMIX 3-year return is 4.24%, which is lower than the 3-year return of the benchmark index (Russell 3000 TR USD), 8.2%.
  • AOMIX 5-year return is 4.14%, which is lower than the 5-year return of the benchmark index (Russell 3000 TR USD), 8.23%.
  • AOMIX 10-year return is 7.02%, which is lower than the 10-year return of the benchmark index (Russell 3000 TR USD), 12.18%.
  • AOMIX 15-year return is 6.13%, which is lower than the 15-year return of the benchmark index (Russell 3000 TR USD), 8.52%.
  • AOMIX expense ratio is 0.9%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • AOMIX 3-year Beta is 1.12, which is higher than the index (Morningstar Mod Tgt Risk TR USD) 3-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 3 years.
  • AOMIX 5-year Beta is 1.11, which is higher than the index (Morningstar Mod Tgt Risk TR USD) 5-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 5 years.
In the AOMIX review, we covered AOMIX 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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