American Century One Choice 2035 Portfolio Institutional Class

 (MUTF:ARLIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.88%  
1 week
   
-1.43%  
4 week
   
-0.06%  
3 month   +1.09%
   
YTD   +2.59%
   
1 year   +8.26%
   
3 years*   +11.22%
   
5 years*   +10.46%
   
*annualized
Best 3 month return+20.40%  
Worst 3 month return-26.67%  

Morningstar statistics

Morningstar category: Target Date 2031-2035
  Return Risk Rating
3 years Average Low
5 years Above Average Low
10 years Above Average Low
Overall Above Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.02B 
Front load-  
Deferred load-  
Expense ratio0.67%  
Management fee-  
Fund familyAmerican Century Investments 

Asset allocation

Cash7.85%  
Stocks65.43%  
Bonds26.28%  
Preferred0.02%  
Convertible0.01%  
Other0.41%  

Purchase information

Initial$5,000,000  
Additional$50  
15.83-0.14(-0.88%)
May 5, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks the highest total return consistent with its asset mix. The fund is a "fund of funds," it invests in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. The target date in the fund name (2035) refers to the approximate year an investor plans to retire and likely would stop making new investments in the fund.
Fund filings (PDF) »
Asset managers:
Scott Wilson (Started: Dec 31, 2006)
Richard Weiss (Started: May 28, 2010)
G. MacEwen (Started: Dec 31, 2013)
Radu Gabudean (Started: Apr 8, 2013)
Scott Wittman (Started: Jun 2, 2009)
Advisor Company:
American Century Inv Mgt, Inc.
Fund family reports on Morningstar »
American Century Investments, P.O. Box 419200,4500 Main Street, Kansas City, MO 64141, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 3.45 1.48 0.48 -0.44
Beta* 1.03 1.08 1.16 1.21
Mean annual return 0.72 0.88 0.85 0.67
R-squared* 93.14 96.10 97.60 97.19
Standard deviation 6.09 6.88 9.85 11.81
Sharpe ratio 1.41 1.52 1.03 0.56
* Against standard index

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