About ACOAX
American Century Strategic Allocation: Moderate Fund A Class is a mutual fund designed as an asset allocation vehicle that diversifies investments across equity securities, bonds, and money market instruments. It seeks the highest level of total return consistent with its balanced mix, targeting long-term capital growth alongside some income generation. The portfolio typically emphasizes domestic and foreign stocks, supplemented by U.S. corporate and government bonds, mortgage-backed securities, and cash equivalents, with allocations around 48% domestic stock, 21% foreign stock, and the remainder in fixed income and cash. Key holdings include prominent ETFs such as American Century U.S. Quality Value ETF and Avantis U.S. Equity ETF, providing exposure to diversified sectors like information technology, industrials, and real estate. This A Class features a front-end sales charge and caters to investors through American Century Investments, with quarterly distributions. Founded in 1996, it plays a significant role in the global moderate allocation category, offering a moderate risk profile for balanced portfolio construction.
Fund Family American Century Investments
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ACOAX
Share Class A Class
Index S&P 500 TR
ACOAX had a total return of 7.07% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.40%.
