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

Updated: September 27, 2020
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 ARFVX “stock” price, you can quickly find it out by visiting Finny and typing "ARFVX quote". If you’re looking for a quick scoop on ARFVX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARFVX". You’ll get all this info in one place.

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

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

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

  1. Describe American Century Asset Allocation Portfolios, Inc: One Choice 2050 Portfolio; Investor Class Shares (ARFVX).
  2. What are ARFVX holdings?
  3. What is ARFVX performance? What are ARFVX historical returns?
  4. How many up and down years did ARFVX have historically?
  5. What is ARFVX dividend yield?
  6. What is ARFVX minimum initial investment amount?
  7. What is ARFVX expense ratio?
  8. Does ARFVX have any sales loads or 12b-1 distribution expenses?
  9. What is ARFVX tax efficiency (tax-cost ratio)?
  10. What is ARFVX beta? How would you assess ARFVX risk?
  11. What is ARFVX Sharpe ratio?
  12. What is ARFVX Finny Score? ARFVX buy or sell?
  13. What are the pros of investing in ARFVX? What are ARFVX buy reasons?
  14. What are the cons of investing in ARFVX? What are ARFVX 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 2050 Portfolio; Investor Class Shares (ARFVX).

The Fund seeks the highest total return consistent with its asset mix. One Choice 2050 Portfolio is a fund of funds, meaning that it seeks to achieve its objective by investing in other American Century mutual funds, the underlying funds, that represent a variety of asset classes and investment styles.

2. What are ARFVX top holdings?

ARFVX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 74.77% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century NT Large Co Val G ACLLX 12.02%
American Century NT Diversified Bond G ACLDX 10.28%
American Century Sustainable Equity G AFEGX 9.31%
American Century NT Mid Cap Value G ACLMX 7.53%
American Century NT Growth G ACLTX 7.39%
American Century NT International Gr G ACLNX 6.71%
American Century NT Heritage G ACLWX 6.23%
American Century NT Emerging Markets G ACLKX 5.60%
American Century NT Equity Growth G ACLEX 4.96%
American Century Focused Dynamic Gr G ACFGX 4.74%

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

ARFVX has generated the following returns:

  • 1-month return is -1.75%;
  • 3-month return is 5.90%;
  • 1-year return is 8.99%;
  • 3-year return is 7.30%;
  • 5-year return is 8.72%;
  • 10-year return is 9.34%.

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

In the last 10 years, ARFVX had 7 up years and 3 down years.

ARFVX up and down years

5. What is ARFVX dividend yield?

ARFVX yield is 1.44%.

6. What is ARFVX minimum initial investment amount?

ARFVX minimum initial investment amount is $3.00K.

7. What is ARFVX expense ratio?

ARFVX 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.

ARFVX expenses

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

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

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

  • 1-year ax cost ratio is 2.14%;
  • 3-year ax cost ratio is 1.84%.
ARFVX tax costs

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

  • 3-year beta is 1.39;
  • 5-year beta is 1.38;
  • 10-year beta is 1.37.
ARFVX Beta

11. What is ARFVX Sharpe ratio?

  • 3-year Sharpe ratio is 0.40;
  • 5-year Sharpe ratio is 0.47;
  • 10-year Sharpe ratio is 0.81.
ARFVX 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 ARFVX? What are ARFVX buy reasons?

The following are ARFVX strengths from our perspective:

  • <strong>ARFVX 3-year return</strong> is 7.3%, which is higher than the 3-year return of the benchmark index (S&P Target Date To 2050 TR), 6.31%.
  • <strong>ARFVX 5-year return</strong> is 8.72%, which is higher than the 5-year return of the benchmark index (S&P Target Date To 2050 TR), 8.61%.
  • <strong>ARFVX 10-year return</strong> is 9.34%, which is higher than the 10-year return of the benchmark index (S&P Target Date To 2050 TR), 8.97%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARFVX weaknesses from our perspective:

  • <strong>ARFVX net assets</strong> are $319.40 million. This fund is not a popular choice with retail investors.
  • <strong>ARFVX 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 ARFVX review, we covered ARFVX 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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