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

Updated: September 18, 2020
50
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

  1. Describe American Century Asset Allocation Portfolios, Inc: One Choice 2025 Portfolio; Class A Shares (ARWAX).
  2. What are ARWAX holdings?
  3. What is ARWAX performance? What are ARWAX historical returns?
  4. How many up and down years did ARWAX have historically?
  5. What is ARWAX dividend yield?
  6. What is ARWAX minimum initial investment amount?
  7. What is ARWAX expense ratio?
  8. Does ARWAX have any sales loads or 12b-1 distribution expenses?
  9. What is ARWAX tax efficiency (tax-cost ratio)?
  10. What is ARWAX beta? How would you assess ARWAX risk?
  11. What is ARWAX Sharpe ratio?
  12. What is ARWAX Finny Score? ARWAX buy or sell?
  13. What are the pros of investing in ARWAX? What are ARWAX buy reasons?
  14. What are the cons of investing in ARWAX? What are ARWAX 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 2025 Portfolio; Class A Shares (ARWAX).

The Fund seeks the highest total return consistent with its asset mix. One Choice 2025 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 ARWAX top holdings?

ARWAX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 70.38% of total assets. Here are the top holdings:

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 19.38%
American Century NT Large Co Val G ACLLX 8.92%
American Century Global Bond G AGBGX 7.62%
American Century Sustainable Equity G AFEGX 6.98%
American Century Short Dur Infl ProBd G APOGX 4.80%
American Century NT Growth G ACLTX 4.69%
American Century NT Mid Cap Value G ACLMX 4.61%
American Century NT International Gr G ACLNX 4.59%
American Century NT Intl Val G ANTYX 4.59%
American Century Inflation-Adjs Bond G AINGX 4.20%

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

ARWAX has generated the following returns:

  • 1-month return is 1.01%;
  • 3-month return is 5.14%;
  • 1-year return is 8.61%;
  • 3-year return is 6.14%;
  • 5-year return is 6.84%;
  • 10-year return is 7.29%;
  • 15-year return is 5.86%.

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

In the last 10 years, ARWAX had 8 up years and 2 down years. See Performances

5. What is ARWAX dividend yield?

ARWAX yield is 1.27%.

6. What is ARWAX minimum initial investment amount?

ARWAX minimum initial investment amount is N/A.

7. What is ARWAX expense ratio?

ARWAX expense ratio is 1.04%. 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 ARWAX have any sales loads or 12b-1 distribution expenses?

ARWAX 12b-1 distribution fee is 0.25. ARWAX front-end sales load is 5.75. ARWAX back-end sales load is 0.

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

  • 1-year ax cost ratio is 1.84%;
  • 3-year ax cost ratio is 1.6%.

See Taxes

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

  • 3-year beta is 0.91;
  • 5-year beta is 0.91;
  • 10-year beta is 0.94;
  • 15-year beta is 0.99.

See Risks

11. What is ARWAX Sharpe ratio?

  • 3-year Sharpe ratio is 0.40;
  • 5-year Sharpe ratio is 0.48;
  • 10-year Sharpe ratio is 0.85.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 3 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 50.

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

The following are ARWAX strengths from our perspective:

  • <strong>ARWAX 3-year return</strong> is 6.14%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2025 TR), 6.39%.
  • <strong>ARWAX 5-year return</strong> is 6.84%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2025 TR), 7.51%.
  • <strong>ARWAX 10-year return</strong> is 7.29%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2025 TR), 7.3%.

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

The following are ARWAX weaknesses from our perspective:

  • <strong>ARWAX net assets</strong> are $268.60 million. This fund is not a popular choice with retail investors.
  • <strong>ARWAX expense ratio</strong> is 1.04%, 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 front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the ARWAX review, we covered ARWAX 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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