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

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

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

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

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

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

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 ARCVX top holdings?

ARCVX 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 ARCVX performance? What are ARCVX historical returns?

ARCVX has generated the following returns:

  • 1-month return is 3.05%;
  • 3-month return is -8.09%;
  • 1-year return is 1.29%;
  • 3-year return is 4.14%;
  • 5-year return is 4.04%;
  • 10-year return is 6.89%.

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

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

5. What is ARCVX dividend yield?

ARCVX yield is 1.62%.

6. What is ARCVX minimum initial investment amount?

ARCVX minimum initial investment amount is $3.00K.

7. What is ARCVX expense ratio?

ARCVX expense ratio is 0.81%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 1.93%;
  • 3-year ax cost ratio is 1.71%.

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

  • 3-year beta is 0.99;
  • 5-year beta is 0.99;
  • 10-year beta is 1.03.

11. What is ARCVX Sharpe ratio?

  • 3-year Sharpe ratio is 0.09;
  • 5-year Sharpe ratio is 0.22;
  • 10-year Sharpe ratio is 0.65.

Analysis

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

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

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

The following are ARCVX strengths from our perspective:

  • ARCVX 3-year return is 4.14%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2030 TR), 4.28%.
  • ARCVX 5-year return is 4.04%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2030 TR), 4.33%.
  • ARCVX 10-year return is 6.89%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2030 TR), 7.16%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARCVX weaknesses from our perspective:

  • ARCVX net assets are $647.00 million. This fund is not a popular choice with retail investors.
  • ARCVX expense ratio is 0.81%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARCVX review, we covered ARCVX 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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