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

Updated: September 18, 2020
50
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

  1. Describe American Century Asset Allocation Portfolios, Inc: One Choice 2030 Portfolio; Class A Shares (ARCMX).
  2. What are ARCMX holdings?
  3. What is ARCMX performance? What are ARCMX historical returns?
  4. How many up and down years did ARCMX have historically?
  5. What is ARCMX dividend yield?
  6. What is ARCMX minimum initial investment amount?
  7. What is ARCMX expense ratio?
  8. Does ARCMX have any sales loads or 12b-1 distribution expenses?
  9. What is ARCMX tax efficiency (tax-cost ratio)?
  10. What is ARCMX beta? How would you assess ARCMX risk?
  11. What is ARCMX Sharpe ratio?
  12. What is ARCMX Finny Score? ARCMX buy or sell?
  13. What are the pros of investing in ARCMX? What are ARCMX buy reasons?
  14. What are the cons of investing in ARCMX? What are ARCMX 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 2030 Portfolio; Class A Shares (ARCMX).

The Fund seeks the highest total return consistent with its asset mix. One Choice 2030 Portfolio is a fund of funds, meaning that it seeks to achieve its objective by investing in other American Century mutual funds, the underlying fund, that represent a variety of asset classes and investment styles.

2. What are ARCMX top holdings?

ARCMX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 70.07% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 18.18%
American Century NT Large Co Val G ACLLX 9.19%
American Century Sustainable Equity G AFEGX 7.23%
American Century Global Bond G AGBGX 7.17%
American Century NT Growth G ACLTX 5.20%
American Century NT Mid Cap Value G ACLMX 5.18%
American Century NT International Gr G ACLNX 4.94%
American Century Inflation-Adjs Bond G AINGX 4.75%
American Century NT Intl Val G ANTYX 4.25%
American Century NT Equity Growth G ACLEX 3.98%

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

ARCMX has generated the following returns:

  • 1-month return is 1.16%;
  • 3-month return is 5.73%;
  • 1-year return is 9.38%;
  • 3-year return is 6.58%;
  • 5-year return is 7.34%;
  • 10-year return is 7.81%.

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

In the last 10 years, ARCMX had 8 up years and 2 down years. See Performances

5. What is ARCMX dividend yield?

ARCMX yield is 1.35%.

6. What is ARCMX minimum initial investment amount?

ARCMX minimum initial investment amount is N/A.

7. What is ARCMX expense ratio?

ARCMX expense ratio is 1.06%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

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

ARCMX 12b-1 distribution fee is 0.25. ARCMX front-end sales load is 5.75. ARCMX back-end sales load is 0.

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

  • 1-year ax cost ratio is 1.84%;
  • 3-year ax cost ratio is 1.61%.

See Taxes

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

  • 3-year beta is 1.00;
  • 5-year beta is 1.01;
  • 10-year beta is 1.03.

See Risks

11. What is ARCMX Sharpe ratio?

  • 3-year Sharpe ratio is 0.39;
  • 5-year Sharpe ratio is 0.47;
  • 10-year Sharpe ratio is 0.83.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 3 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 50.

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

The following are ARCMX strengths from our perspective:

  • <strong>ARCMX 3-year return</strong> is 6.58%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2030 TR), 6.66%.
  • <strong>ARCMX 5-year return</strong> is 7.34%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2030 TR), 8.04%.
  • <strong>ARCMX 10-year return</strong> is 7.81%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2030 TR), 7.87%.

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

The following are ARCMX weaknesses from our perspective:

  • <strong>ARCMX net assets</strong> are $244.50 million. This fund is not a popular choice with retail investors.
  • <strong>ARCMX expense ratio</strong> is 1.06%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the ARCMX review, we covered ARCMX 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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