About ASMRX
American Century Strategic Allocation Moderate R Shares is a mutual fund within the Global Moderate Allocation category, designed as an asset allocation vehicle that diversifies investments across equity securities, bonds, and money market instruments. It typically allocates approximately 64% to stocks, 32% to bonds, and 4% to cash equivalents, emphasizing domestic stocks (49%) and foreign stocks (20%), alongside U.S. government bonds (9%), corporate bonds (9%), and mortgage-backed securities (6%). The fund seeks the highest total return consistent with its balanced mix, targeting long-term capital growth supplemented by income. Notable features include a benchmark of 60% MSCI ACWI IMI Index and 40% Bloomberg U.S. Aggregate Bond Index, with top holdings like American Century STOXX U.S. Quality Value ETF and Avantis U.S. Equity ETF comprising about 45% of the portfolio. Managed by a team of experienced professionals in multi-asset strategies, it holds 893 securities, boasts total assets over $765 million, and distributes dividends quarterly. With a net expense ratio of 1.33% and inception in 2003, it plays a key role in providing moderate-risk, diversified exposure for investors balancing growth and stability in global markets.
Fund Family American Century Investments
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ASMRX
Share Class R Class
Index S&P 500 TR
ASMRX had a total return of 11.16% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.90%.
