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

Updated: Last Friday
71
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-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 ARTOX “stock” price, you can quickly find it out by visiting Finny and typing "ARTOX quote". If you’re looking for a quick scoop on ARTOX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARTOX". You’ll get all this info in one place.

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

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

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

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

The Fund seeks current income. Capital appreciation is a secondary objective. The Fund invests in the underlying funds that represent a variety of asset classes and investment styles. The Fund is generally intended for investors near to, at, or in retirement and who likely are no longer making new investments in the fund.

2. What are ARTOX top holdings?

ARTOX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 78.02% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 21.29%
American Century US Government MMkt Fd G AGGXX 9.71%
American Century NT Large Co Val G ACLLX 8.40%
American Century Global Bond G AGBGX 8.26%
American Century Short Dur Infl ProBd G APOGX 7.44%
American Century Sustainable Equity G AFEGX 6.63%
American Century NT Intl Val G ANTYX 4.47%
American Century NT Growth G ACLTX 4.01%
American Century NT International Gr G ACLNX 3.94%
American Century NT Mid Cap Value G ACLMX 3.87%

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

ARTOX has generated the following returns:

  • 1-month return is 2.55%;
  • 3-month return is 3.80%;
  • 1-year return is 9.79%;
  • 3-year return is 6.51%;
  • 5-year return is 6.65%;
  • 10-year return is 6.61%;
  • 15-year return is 5.75%.

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

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

ARTOX up and down years

5. What is ARTOX dividend yield?

ARTOX yield is 1.64%.

6. What is ARTOX minimum initial investment amount?

ARTOX minimum initial investment amount is $3.00K.

7. What is ARTOX expense ratio?

ARTOX expense ratio is 0.77%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

ARTOX expenses

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

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

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

  • 1-year ax cost ratio is 2.87%;
  • 3-year ax cost ratio is 1.85%.
ARTOX tax costs

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

  • 3-year beta is 0.81;
  • 5-year beta is 0.81;
  • 10-year beta is 0.79.
ARTOX Beta

11. What is ARTOX Sharpe ratio?

  • 3-year Sharpe ratio is 0.48;
  • 5-year Sharpe ratio is 0.74;
  • 10-year Sharpe ratio is 0.88.
ARTOX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

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

The following are ARTOX strengths from our perspective:

  • ARTOX 3-year return is 6.51%, which is higher than the 3-year return of the benchmark index (S&P Target Date Retirement Income TR USD), 6.1%.
  • ARTOX 5-year return is 6.65%, which is higher than the 5-year return of the benchmark index (S&P Target Date Retirement Income TR USD), 5.89%.
  • ARTOX 10-year return is 6.61%, which is higher than the 10-year return of the benchmark index (S&P Target Date Retirement Income TR USD), 5.39%.
  • ARTOX 15-year return is 5.75%, which is higher than the 15-year return of the benchmark index (S&P Target Date Retirement Income TR USD), 4.91%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARTOX weaknesses from our perspective:

  • ARTOX net assets are $945.70 million. This fund is not a popular choice with retail investors.
  • ARTOX expense ratio is 0.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTOX review, we covered ARTOX 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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