Strategic Allocation Servative Fund Quote
| ACCIX Fund | USD 5.40 0.01 0.18% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Strategic Allocation: is trading at 5.40 as of the 2nd of January 2025; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 5.41. Strategic Allocation: has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of January 2023 and ending today, the 2nd of January 2025. Click here to learn more.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 45 percent of its assets in equities, 49 percent of its assets in bonds, and 6 percent of its assets in cash equivalents. More on Strategic Allocation Servative
Moving together with STRATEGIC Mutual Fund
STRATEGIC Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Strategic Allocation Servative [ACCIX] is traded in USA and was established 2nd of January 2025. Strategic Allocation: is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of American Century Investments family. The entity is thematically classified as Large Blend Funds. This fund presently has accumulated 331.57 M in assets under management (AUM) with no minimum investment requirementsStrategic Allocation: is currently producing year-to-date (YTD) return of 8.16% with the current yeild of 0.02%, while the total return for the last 3 years was 1.48%.
Check Strategic Allocation: Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on STRATEGIC Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding STRATEGIC Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Strategic Allocation Servative Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Strategic Allocation Servative Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| AVDE | Avantis International Equity | Etf | Foreign Large Blend | |
| AVUS | Avantis Equity ETF | Etf | Large Blend | |
| FDG | American Century ETF | Etf | Large Growth | |
| FLV | American Century ETF | Etf | Large Value | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| KORP | American Century Diversified | Etf | Corporate Bond |
Strategic Allocation: Risk Profiles
| Mean Deviation | 0.342 | |||
| Standard Deviation | 0.6813 | |||
| Variance | 0.4642 | |||
| Risk Adjusted Performance | (0.12) |
Strategic Allocation: Against Markets
Other Information on Investing in STRATEGIC Mutual Fund
Strategic Allocation: financial ratios help investors to determine whether STRATEGIC Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in STRATEGIC with respect to the benefits of owning Strategic Allocation: security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |