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Morningstar

American Century Core Plus Inv ACCNX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.53  /  0.07 %
  • Total Assets 446.9 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.540%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.05%
  • Effective Duration 7.18 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis ACCNX

Will ACCNX 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 ACCNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ACCNX 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 ACCNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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American Century Core Plus Inv's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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