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

Updated: September 27, 2020
60
Bull Case
  • 3-year return above the benchmark
  • 5-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 AREVX “stock” price, you can quickly find it out by visiting Finny and typing "AREVX quote". If you’re looking for a quick scoop on AREVX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AREVX". You’ll get all this info in one place.

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

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

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

  1. Describe American Century Asset Allocation Portfolios, Inc: One Choice 2055 Portfolio; Investor Class Shares (AREVX).
  2. What are AREVX holdings?
  3. What is AREVX performance? What are AREVX historical returns?
  4. How many up and down years did AREVX have historically?
  5. What is AREVX dividend yield?
  6. What is AREVX minimum initial investment amount?
  7. What is AREVX expense ratio?
  8. Does AREVX have any sales loads or 12b-1 distribution expenses?
  9. What is AREVX tax efficiency (tax-cost ratio)?
  10. What is AREVX beta? How would you assess AREVX risk?
  11. What is AREVX Sharpe ratio?
  12. What is AREVX Finny Score? AREVX buy or sell?
  13. What are the pros of investing in AREVX? What are AREVX buy reasons?
  14. What are the cons of investing in AREVX? What are AREVX 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 2055 Portfolio; Investor Class Shares (AREVX).

The Fund seeks the highest total return consistent with its asset mix. The underlying bond funds invest in fixed-income securities that vary by issuer type (corporate and government), credit quality (investment-grade and high-yield or junk bonds) and geographic exposure (domestic and international).

2. What are AREVX top holdings?

AREVX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 75.81% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century NT Large Co Val G ACLLX 12.44%
American Century Sustainable Equity G AFEGX 9.59%
American Century NT Diversified Bond G ACLDX 9.01%
American Century NT Mid Cap Value G ACLMX 7.83%
American Century NT Growth G ACLTX 7.60%
American Century NT International Gr G ACLNX 6.91%
American Century NT Heritage G ACLWX 6.41%
American Century NT Emerging Markets G ACLKX 5.84%
American Century Focused Dynamic Gr G ACFGX 5.10%
American Century NT Equity Growth G ACLEX 5.08%

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

AREVX has generated the following returns:

  • 1-month return is -1.86%;
  • 3-month return is 6.02%;
  • 1-year return is 9.02%;
  • 3-year return is 7.29%;
  • 5-year return is 8.83%.

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

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

AREVX up and down years

5. What is AREVX dividend yield?

AREVX yield is 1.4%.

6. What is AREVX minimum initial investment amount?

AREVX minimum initial investment amount is $3.00K.

7. What is AREVX expense ratio?

AREVX expense ratio is 0.91%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AREVX expenses

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

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

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

  • 1-year ax cost ratio is 1.93%;
  • 3-year ax cost ratio is 1.63%.
AREVX tax costs

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

  • 3-year beta is 1.43;
  • 5-year beta is 1.42.
AREVX Beta

11. What is AREVX Sharpe ratio?

  • 3-year Sharpe ratio is 0.40;
  • 5-year Sharpe ratio is 0.46.
AREVX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 60. Our quantitative analysis shows 3 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 60.

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

The following are AREVX strengths from our perspective:

  • <strong>AREVX 3-year return</strong> is 7.29%, which is higher than the 3-year return of the benchmark index (S&P Target Date To 2055 TR), 6.19%.
  • <strong>AREVX 5-year return</strong> is 8.83%, which is higher than the 5-year return of the benchmark index (S&P Target Date To 2055 TR), 8.65%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are AREVX weaknesses from our perspective:

  • <strong>AREVX net assets</strong> are $174.20 million. This fund is not a popular choice with retail investors.
  • <strong>AREVX expense ratio</strong> is 0.91%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the AREVX review, we covered AREVX 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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