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Morningstar

American Century One Chc Blnd+ 2050 R AADQX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 10.35  /  +0.10 %
  • Total Assets 43.2 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.20%
  • Turnover 20%

USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:09 PM GMT+0

Morningstar’s Analysis AADQX

Will AADQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AADQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AADQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AADQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

American Century One Chc Blnd+ 2050 R's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AADQX

More AADQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Avantis® U.S. Equity G

20.18 8.6 Mil
—

American Century Focused Lg Cap Val G

13.40 5.7 Mil
—

American Century Focused Dynamic Gr G

13.19 5.6 Mil
—

Avantis® Core Fixed Income G

9.28 3.9 Mil
—

Avantis® International Equity G

7.38 3.1 Mil
—

American Century Non-US Intrs Val G

4.15 1.8 Mil
—

American Century Focused Intl Gr G

4.10 1.7 Mil
—

American Century Emerging Markets G

3.70 1.6 Mil
—

American Century Global Bond G

3.42 1.5 Mil
—

American Century Mid Cap Value G

3.23 1.4 Mil
—