Finny logo
Finny logo
Dibs:
Dibs:
0

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

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

Updated: September 18, 2020
33
Bull Case
  • 3-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • Low net assets
  • 5-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

  1. Describe American Century Asset Allocation Portfolios, Inc: One Choice 2040 Portfolio; Class C Shares (ARNOX).
  2. What are ARNOX holdings?
  3. What is ARNOX performance? What are ARNOX historical returns?
  4. How many up and down years did ARNOX have historically?
  5. What is ARNOX dividend yield?
  6. What is ARNOX minimum initial investment amount?
  7. What is ARNOX expense ratio?
  8. Does ARNOX have any sales loads or 12b-1 distribution expenses?
  9. What is ARNOX tax efficiency (tax-cost ratio)?
  10. What is ARNOX beta? How would you assess ARNOX risk?
  11. What is ARNOX Sharpe ratio?
  12. What is ARNOX Finny Score? ARNOX buy or sell?
  13. What are the pros of investing in ARNOX? What are ARNOX buy reasons?
  14. What are the cons of investing in ARNOX? What are ARNOX 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 2040 Portfolio; Class C Shares (ARNOX).

The Fund seeks the highest total return consistent with its asset mix. One Choice 2040 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 ARNOX top holdings?

ARNOX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 69.78% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 14.00%
American Century NT Large Co Val G ACLLX 10.11%
American Century Sustainable Equity G AFEGX 7.80%
American Century NT Mid Cap Value G ACLMX 6.26%
American Century NT Growth G ACLTX 6.20%
American Century NT International Gr G ACLNX 5.67%
American Century Global Bond G AGBGX 5.64%
American Century NT Heritage G ACLWX 5.22%
American Century NT Emerging Markets G ACLKX 4.65%
American Century NT Equity Growth G ACLEX 4.23%

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

ARNOX has generated the following returns:

  • 1-month return is 1.33%;
  • 3-month return is 6.54%;
  • 1-year return is 10.25%;
  • 3-year return is 6.59%;
  • 5-year return is 7.54%;
  • 10-year return is 8.08%.

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

In the last 10 years, ARNOX had 7 up years and 3 down years. See Performances

5. What is ARNOX dividend yield?

ARNOX yield is 0.47%.

6. What is ARNOX minimum initial investment amount?

ARNOX minimum initial investment amount is N/A.

7. What is ARNOX expense ratio?

ARNOX expense ratio is 1.86%. 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 ARNOX have any sales loads or 12b-1 distribution expenses?

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

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

  • 1-year ax cost ratio is 1.74%;
  • 3-year ax cost ratio is 1.48%.

See Taxes

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

  • 3-year beta is 1.20;
  • 5-year beta is 1.20;
  • 10-year beta is 1.22.

See Risks

11. What is ARNOX Sharpe ratio?

  • 3-year Sharpe ratio is 0.33;
  • 5-year Sharpe ratio is 0.39;
  • 10-year Sharpe ratio is 0.74.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 33. Our quantitative analysis shows 2 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 33.

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

The following are ARNOX strengths from our perspective:

  • <strong>ARNOX 3-year return</strong> is 6.59%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2040 TR), 6.92%.
  • <strong>ARNOX 10-year return</strong> is 8.08%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2040 TR), 8.72%.

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

The following are ARNOX weaknesses from our perspective:

  • <strong>ARNOX net assets</strong> are $2.10 million. This fund is not a popular choice with retail investors.
  • <strong>ARNOX 5-year return</strong> is 7.54%, which is lower than the 5-year return of the benchmark index (S&P Target Date To 2040 TR), 8.76%.
  • <strong>ARNOX expense ratio</strong> is 1.86%, 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 deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the ARNOX review, we covered ARNOX 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.
Follow Us