Strategic Allocation Moderate Fund Quote
| TWSMX Fund | USD 6.55 0.01 0.15% |
PerformanceVery Weak
| Odds Of DistressLow
|
Strategic Allocation is trading at 6.55 as of the 26th of February 2025; that is 0.15 percent up since the beginning of the trading day. The fund's open price was 6.54. 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 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 64 percent of its assets in stocks, 32 percent of its assets in bonds, and 4 percent of its assets in cash equivalents. More on Strategic Allocation Moderate
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 Moderate [TWSMX] is traded in USA and was established 26th of February 2025. Strategic Allocation is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of American Century Investments family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 741.86 M in assets with no minimum investment requirementsStrategic Allocation is currently producing year-to-date (YTD) return of 2.82% with the current yeild of 0.02%, while the total return for the last 3 years was 5.15%.
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 Moderate 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 Moderate Mutual Fund Constituents
| JNJ | Johnson Johnson | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| VALQ | American Century STOXX | Etf | Large Value | |
| V | Visa Class A | Stock | Financials | |
| QINT | American Century Quality | Etf | Foreign Large Blend | |
| QGRO | American Century Quality | Etf | Large Growth | |
| MSFT | Microsoft | Stock | Information Technology |
Strategic Allocation Risk Profiles
| Mean Deviation | 0.4297 | |||
| Standard Deviation | 0.6207 | |||
| Variance | 0.3852 | |||
| Risk Adjusted Performance | (0.03) |
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.
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