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Morningstar

American Century Strat Allc: Cnsrv Inv TWSCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 5.25  /  0.77 %
  • Total Assets 344.4 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.20%
  • Turnover 40%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis TWSCX

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

People Pillar

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

Summary

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American Century Strat Allc: Cnsrv Inv's Average People and Parent ratings limit this strategy to a 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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