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American Century One Choice Portfolio: Moderate Investor Class: (MF: AOMIX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$14.37 USD
+0.09 (0.63%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.11 | 49 |
| 3 months | 5.11 | 49 |
| 6 months | 14.65 | 47 |
| 1 Year | 12.97 | 56 |
| 3 Year | 2.71 | 58 |
| 5 Year | 7.30 | 43 |
| 10 Year | 7.09 | 27 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 2.33 |
| % Yield | 0.36 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 1,815.94 |
| % Turnover 3/31/2024 | 18.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.68 | 0.64 | 0.64 |
| Alpha | -5.73 | -2.93 | -1.57 |
| R Squared | 0.93 | 0.88 | 0.85 |
| Std. Dev. | 12.39 | 12.58 | 10.45 |
| Sharpe | 0.06 | 0.48 | 3.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| Finance | 100.00 |
Portfolio Holdings
| Top Equity Holdings (As of 10/31/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| AMERICAN CENTURY CORE PLS | 13.26 | 213.62 |
| AMERICAN CENTURY SUSTAIN | 13.21 | 212.79 |
| AMERICAN CENTURY LARGE CO | 8.82 | 142.05 |
| AMERICAN CENTURY INFL ADJ | 6.27 | 101.04 |
| AMERICAN CENTURY INTL GRO | 6.27 | 101.02 |
| AMERICAN CENTURY MID CAP | 5.59 | 90.05 |
| AMERICAN CENTURY HERITAGE | 5.57 | 89.78 |
| AMERICAN CENTURY SH DUR F | 5.38 | 86.69 |
| AMERICAN CENTURY GLOBAL B | 5.29 | 85.19 |
Stock Holding % of Net Assets
| As Of | 10/31/2023 |
| Total Issues | 23 |
| Avg. P/E | NA |
| Avg. P/Book | NA |
| Avg. EPS Growth | NA |
| Avg. Market Value (Mil $) | NA |
Allocation
| % of Portfolio | |
| Large Growth | 14.76 |
| Large Value | 11.44 |
| Small Growth | 8.61 |
| Small Value | 0.00 |
| Foreign Stock | 20.87 |
| Emerging Market | 10.81 |
| Precious Metal | 0.00 |
| Intermediate Bond | 25.10 |
| Foreign Bond | 0.00 |
| High Yield Bond | 3.26 |