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Morningstar

American Century One Choice Mod R AORMX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 14.49  /  +0.84 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.73%
  • Turnover 13%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis AORMX

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

  • People Pillar

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

American Century One Choice Mod R's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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
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Portfolio Holdings AORMX

More AORMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Century Core Plus Inv

13.57 246.9 Mil
—

American Century Sustainable Equity Inv

12.51 227.6 Mil
—

American Century Focused Lg Cap Val Inv

8.62 156.8 Mil
—

American Century International Gr Inv

6.31 114.8 Mil
—

American Century Global Bond Inv

6.19 112.6 Mil
—

American Century Heritage Inv

6.00 109.1 Mil
—

American Century Growth Inv

5.97 108.7 Mil
—

American Century Inflation Adjs Bond Inv

5.73 104.2 Mil
—

American Century Mid Cap Value Inv

5.63 102.4 Mil
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American Century Short Duration Inv

5.25 95.4 Mil
—