American Century Investment Trust: Core Plus Fund; Class R Shares (ACCPX)

9.73 -0.31%
Jun 27 close; Powered by IEX
Pros

None for now.

Cons
Low net assets
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Pros

None that we could think of.

Cons

  1. ACCPX net assets are $0.60 million. This fund is not a popular choice with retail investors.
  2. ACCPX 3-year return is 3.95%, which is lower than the 3-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 5.13%.
  3. ACCPX 5-year return is 3.59%, which is lower than the 5-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 4.24%.
  4. ACCPX 10-year return is 3.17%, which is lower than the 10-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 3.71%.
  5. ACCPX expense ratio is 1.05%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  6. Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.5%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.