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

Updated: Last Tuesday
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-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 ARBVX “stock” price, you can quickly find it out by visiting Finny and typing "ARBVX quote". If you’re looking for a quick scoop on ARBVX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARBVX". You’ll get all this info in one place.

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

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

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

  1. Describe American Century Asset Allocation Portfolios, Inc: One Choice 2020 Portfolio; Investor Class Shares (ARBVX).
  2. What are ARBVX holdings?
  3. What is ARBVX performance? What are ARBVX historical returns?
  4. How many up and down years did ARBVX have historically?
  5. What is ARBVX dividend yield?
  6. What is ARBVX minimum initial investment amount?
  7. What is ARBVX expense ratio?
  8. Does ARBVX have any sales loads or 12b-1 distribution expenses?
  9. What is ARBVX tax efficiency (tax-cost ratio)?
  10. What is ARBVX beta? How would you assess ARBVX risk?
  11. What is ARBVX Sharpe ratio?
  12. What is ARBVX Finny Score? ARBVX buy or sell?
  13. What are the pros of investing in ARBVX? What are ARBVX buy reasons?
  14. What are the cons of investing in ARBVX? What are ARBVX 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 2020 Portfolio; Investor Class Shares (ARBVX).

The Fund seeks the highest total return consistent with its asset mix. The Fund is a fund of funds that invests in other American Century mutual funds. The underlying funds draw on growth, value and quantitative investment techniques and diversify investments among small, medium and large U.S. and foreign companies.

2. What are ARBVX top holdings?

ARBVX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 71.89% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 21.33%
American Century NT Large Co Val G ACLLX 8.37%
American Century Global Bond G AGBGX 8.27%
American Century Short Dur Infl ProBd G APOGX 7.44%
American Century Sustainable Equity G AFEGX 6.63%
American Century NT Intl Val G ANTYX 4.47%
American Century NT Growth G ACLTX 4.01%
American Century NT International Gr G ACLNX 3.94%
American Century NT Mid Cap Value G ACLMX 3.82%
American Century NT High Income G AHGNX 3.61%

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

ARBVX has generated the following returns:

  • 1-month return is -2.26%;
  • 3-month return is 3.59%;
  • 1-year return is 8.69%;
  • 3-year return is 5.57%;
  • 5-year return is 6.46%;
  • 10-year return is 6.71%.

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

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

ARBVX up and down years

5. What is ARBVX dividend yield?

ARBVX yield is 1.61%.

6. What is ARBVX minimum initial investment amount?

ARBVX minimum initial investment amount is $3.00K.

7. What is ARBVX expense ratio?

ARBVX expense ratio is 0.77%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

ARBVX expenses

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

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

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

  • 1-year ax cost ratio is 4.07%;
  • 3-year ax cost ratio is 2.42%.
ARBVX tax costs

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

  • 3-year beta is 0.82;
  • 5-year beta is 0.82;
  • 10-year beta is 0.85.
ARBVX Beta

11. What is ARBVX Sharpe ratio?

  • 3-year Sharpe ratio is 0.58;
  • 5-year Sharpe ratio is 0.74;
  • 10-year Sharpe ratio is 0.95.
ARBVX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

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

The following are ARBVX strengths from our perspective:

  • <strong>ARBVX 3-year return</strong> is 5.57%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2020 TR), 5.65%.
  • <strong>ARBVX 5-year return</strong> is 6.46%, which is higher than the 5-year return of the benchmark index (S&P Target Date To 2020 TR), 6.12%.
  • <strong>ARBVX 10-year return</strong> is 6.71%, which is higher than the 10-year return of the benchmark index (S&P Target Date To 2020 TR), 6.21%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARBVX weaknesses from our perspective:

  • <strong>ARBVX net assets</strong> are $518.00 million. This fund is not a popular choice with retail investors.
  • <strong>ARBVX expense ratio</strong> is 0.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARBVX review, we covered ARBVX 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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