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10 important things you should know about American Century Investments APOIX mutual fund

Updated: September 09, 2021
71
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
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

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

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

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

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

  1. Describe American Century Investment Trust: Short Duration Inflation Protection Bond Fund; Investor Class Shares (APOIX).
  2. What are APOIX holdings?
  3. What is APOIX performance? What are APOIX historical returns?
  4. What is APOIX dividend yield?
  5. What is APOIX minimum initial investment amount?
  6. Does APOIX have any sales loads or 12b-1 distribution expenses?
  7. What is APOIX Finny Score? APOIX buy or sell?
  8. What are the pros of investing in APOIX? What are APOIX buy reasons?
  9. What are the cons of investing in APOIX? What are APOIX sell reasons?

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

Fact Sheet

1. Describe American Century Investment Trust: Short Duration Inflation Protection Bond Fund; Investor Class Shares (APOIX).

The Fund seeks total return by using a strategy that seeks to protect against U.S. inflation. The Fund invests at least 80% of its assets in inflation-linked debt securities.

2. What are APOIX top holdings?

APOIX has 0 stock holdings and 114 bond holdings.

The top 5 holdings represent 39.15% of total assets. Here are the top holdings:

Name Symbol % Assets
United States Treasury Notes 0.25% N/A 20.10%
United States Treasury Notes 0.62% N/A 6.77%
United States Treasury Notes 0.5% N/A 4.91%
United States Treasury Notes 0.12% N/A 3.71%
United States Treasury Notes 0.38% N/A 3.66%

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

APOIX has generated the following returns:

  • 1-month return is 0.27%;
  • 3-month return is 1.77%;
  • 1-year return is 1.77%;
  • 3-year return is 4.67%;
  • 5-year return is 3.24%;
  • 10-year return is 1.73%;
  • 15-year return is 3.37%.

4. What is APOIX dividend yield?

APOIX yield is 0.83%.

5. What is APOIX minimum initial investment amount?

APOIX minimum initial investment amount is $3.00K.

6. Does APOIX have any sales loads or 12b-1 distribution expenses?

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

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

8. What are the pros of investing in APOIX? What are APOIX buy reasons?

The following are APOIX strengths from our perspective:

  • APOIX 3-year return is 4.67%, which is in line with the 3-year return of the benchmark index (Bloomberg U.S. Treasury TIPS 1-5Y TR USD), 4.9%.
  • APOIX 5-year return is 3.24%, which is in line with the 5-year return of the benchmark index (Bloomberg U.S. Treasury TIPS 1-5Y TR USD), 3.36%.
  • APOIX 10-year return is 1.73%, which is in line with the 10-year return of the benchmark index (Bloomberg U.S. Treasury TIPS 1-5Y TR USD), 1.84%.
  • APOIX 15-year return is 3.37%, which is higher than the 15-year return of the benchmark index (Bloomberg U.S. Treasury TIPS 1-5Y TR USD), 3.05%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in APOIX? What are APOIX negatives?

The following are APOIX weaknesses from our perspective:

  • APOIX net assets are $458.10 million. This fund is not a popular choice with retail investors.
  • APOIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the APOIX review, we covered APOIX 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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