14 important things you should know about American Century Investments ARWIX mutual fund

Updated: June 28, 2020
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Before we start: if you’re looking for ARWIX “stock” price, you can quickly find it out by visiting Finny and typing "ARWIX quote". If you’re looking for a quick scoop on ARWIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARWIX". You’ll get all this info in one place.

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

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

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

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

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 ARWIX top holdings?

ARWIX 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 ARWIX performance? What are ARWIX historical returns?

ARWIX has generated the following returns:

  • 1-month return is 2.64%;
  • 3-month return is -7.30%;
  • 1-year return is 1.59%;
  • 3-year return is 4.03%;
  • 5-year return is 3.89%;
  • 10-year return is 6.52%;
  • 15-year return is 5.80%.

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

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

5. What is ARWIX dividend yield?

ARWIX yield is 1.54%.

6. What is ARWIX minimum initial investment amount?

ARWIX minimum initial investment amount is $3.00K.

7. What is ARWIX expense ratio?

ARWIX expense ratio is 0.79%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 1.94%;
  • 3-year ax cost ratio is 1.7%.

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

  • 3-year beta is 0.90;
  • 5-year beta is 0.91;
  • 10-year beta is 0.95;
  • 15-year beta is 0.99.

11. What is ARWIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.10;
  • 5-year Sharpe ratio is 0.23;
  • 10-year Sharpe ratio is 0.67.

Analysis

12. What is ARWIX Finny Score? ARWIX buy or sell?

ARWIX Finny Score is 67. Our quantitative analysis shows 4 reasons to buy ARWIX and 2 reasons to sell it, resulting in the Finny Score of 67.

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

The following are ARWIX strengths from our perspective:

  • ARWIX 3-year return is 4.03%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2025 TR), 4.4%.
  • ARWIX 5-year return is 3.89%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2025 TR), 4.27%.
  • ARWIX 10-year return is 6.52%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2025 TR), 6.75%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARWIX weaknesses from our perspective:

  • ARWIX net assets are $993.80 million. This fund is not a popular choice with retail investors.
  • ARWIX expense ratio is 0.79%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARWIX review, we covered ARWIX 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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