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Morningstar

American Century Zero Coupon 2025 Inv BTTRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 105.37  /  0.11 %
  • Total Assets 148.4 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.47%
  • Effective Duration 2.81 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis BTTRX

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

People Pillar

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

Summary

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American Century Zero Coupon 2025 Inv's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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