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

Updated: Last Sunday
20

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

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

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

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

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

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century International Bond Funds: International Bond Fund; Investor Class Shares (BEGBX).

The Fund seeks high total return by investing in high-quality, nondollar-denominated government and corporate debt securities outside the U.S.

2. What are BEGBX top holdings?

BEGBX has 0 stock holdings and 205 bond holdings.

The top 10 holdings represent 39.45% of total assets. Here are the top holdings:

Name Symbol % Assets
5 Year Treasury Note Future June 20 ZFM0 4.88%
Japan(Govt Of) 2.4% N/A 4.72%
10yr Mini Jgb Fut Jun20 Xsim 20200612 N/A 4.51%
Japan (Government Of) 2% N/A 4.34%
Euro OAT Future June 20 FOATM0 4.33%
Ultra 10 Year US Treasury Note Future June 20 TNM0 4.17%
Euro Bobl Future June 20 FGBMM0 3.96%
China Development Bank 3.5% N/A 3.04%
Jpn 10y Bond(Ose) Jun20 Xose 20200615 N/A 3.01%
China (People's Republic Of) 3.25% N/A 2.49%

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

BEGBX has generated the following returns:

  • 1-month return is 0.72%;
  • 3-month return is -4.28%;
  • 1-year return is -1.50%;
  • 3-year return is 0.99%;
  • 5-year return is 0.63%;
  • 10-year return is 0.70%;
  • 15-year return is 1.37%.

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

In the last 10 years, BEGBX had 6 up years and 4 down years.

5. What is BEGBX dividend yield?

BEGBX yield is 0%.

6. What is BEGBX minimum initial investment amount?

BEGBX minimum initial investment amount is $3.00K.

7. What is BEGBX expense ratio?

BEGBX expense ratio is 0.81%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 0%;
  • 3-year ax cost ratio is 0.22%.

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

  • 3-year beta is 0.85;
  • 5-year beta is 1.21;
  • 10-year beta is 1.05;
  • 15-year beta is 1.36.

11. What is BEGBX Sharpe ratio?

  • 3-year Sharpe ratio is -0.11;
  • 5-year Sharpe ratio is -0.04;
  • 10-year Sharpe ratio is -0.01.

Analysis

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

BEGBX Finny Score is 20. Our quantitative analysis shows 2 reasons to buy BEGBX and 8 reasons to sell it, resulting in the Finny Score of 20.

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

The following are BEGBX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.
  • BEGBX 3-year Beta is 0.85, which is inversely correlated with the index (BBgBarc US Agg Bond TR USD). The could be good if you're trying to hedge your portfolio.

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

The following are BEGBX weaknesses from our perspective:

  • BEGBX net assets are $354.60 million. This fund is not a popular choice with retail investors.
  • BEGBX 3-year return is 0.99%, which is lower than the 3-year return of the benchmark index (Bloomberg Barclays Global Aggregate Ex USD TR USD), 2.52%.
  • BEGBX 5-year return is 0.63%, which is lower than the 5-year return of the benchmark index (Bloomberg Barclays Global Aggregate Ex USD TR USD), 1.9%.
  • BEGBX 10-year return is 0.7%, which is lower than the 10-year return of the benchmark index (Bloomberg Barclays Global Aggregate Ex USD TR USD), 1.81%.
  • BEGBX 15-year return is 1.37%, which is lower than the 15-year return of the benchmark index (Bloomberg Barclays Global Aggregate Ex USD TR USD), 2.43%.
  • BEGBX expense ratio is 0.81%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • BEGBX 5-year Beta is 1.21, which is higher than the index (BBgBarc US Agg Bond TR USD) 5-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 5 years.
  • BEGBX 15-year Beta is 1.36, which is higher than the index (BBgBarc US Agg Bond TR USD) 15-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 15 years.
In the BEGBX review, we covered BEGBX 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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