One Choice 2040 Portfolio

as of 04/17/14
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Daily Price (04/17/14) $12.54 Daily Change: $+0.03 (+0.24%)  
Investment Objective: Growth Ticker Symbol: ARDVX
Fund Type: Asset Allocation Balanced Funds Fund Code: 484
Share Class: Investor Inception Date: 05/30/08
Total Assets: $379,896,926.73 Newspaper Symbol: OCP2040  
PerformanceG1

Data reflects past performance for Investor Class shares, assumes reinvestment of dividends and capital gains and is no guarantee of future results. Current performance may be higher or lower than data shown. Investment return and principal value fluctuates. Redemption value may be more or less than original cost. Obtain performance data current to the most recent month end. For additional share class information, consult the prospectus.

  Total Return Average Annual Total Return as of 03/31/2014
Expense
Ratio*
Inception
Date
as of
04/17/2014
YTD
as of
03/31/2014
1 yr
3 yr 5 yr 10 yr 20 yr Life
  +1.46% +14.39% +10.05% +17.01% --% --% +6.02% 0.93% 05/30/08
Morningstar
Ratings
M1:(as of 03/31/2014)
-- -- 4 out of 5 Stars3 out of 5 Stars----Overall
3 out of 5 Stars Overall
Funds rated in category:----182 165 ----182
Morningstar Category: Target Date 2036-2040
Lipper Quartiles & Rankings:L1 --Quartile Ranking
126/185
Quartile Ranking
40/161
Quartile Ranking
97/144
----
Ranking for Mixed-Asset Target 2040 Funds as of 03/31/2014, based on total returns.
 

M1For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics. Past performance is no guarantee of future results. Morningstar Rating™ is for Investor share class only; other classes may have difference performance characteristics.

Morningstar InfoM1

Overall Rating
Stars
rated among 182 Target Date 2036-2040
(as of 03/31/2014 )
Equity Style BoxN1

The fund's current expense ratio is 0.93%

Investment Strategy:
  • A One Choice Target Date Portfolio's target date is the approximate year when investors plan to retire or start withdrawing their money. The principal value of the investment is not guaranteed at any time, including at the target date.
  • Each One Choice Target Date Portfolio seeks the highest total return consistent with its asset mix. Over time, the asset mix and weightings are adjusted to be more conservative. In general, as the target year approaches, the portfolio's allocation becomes more conservative by decreasing the allocation to stocks and increasing the allocation to bonds and money market instruments.
For Investors Who:
  • Seek a diversified investment with an asset allocation mix that becomes more conservative over time.
  • Seek funds that combine the potential for long-term capital growth with income.
  • Seek the convenience of investing in both stocks and bonds in a single fund.
Risk Factors:

The value and/or returns of a portfolio will fluctuate with market and economic conditions. The portfolio is subject to the risks of the underlying funds in which it may invest. International investing involves special risks such as political instability and currency fluctuations. Investing in fixed income securities entails interest rate, credit and price risks. When interest rates rise, bond prices generally fall and increase when interest rates fall. Historically, small-cap stocks have been more volatile than the stocks of larger, more established companies.

More Information
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arrow Summary Prospectus
arrow Investment Kit
arrow Fund Minimums
arrow Semiannual Report
arrow Annual Report
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As of 12/1/2013. Allocations subject to change.

One Choice Portfolio Pie Chart


 
 Stock Funds
 
 Bond Funds
 
  Money Market Funds

Fund Management

Scott Wittman, CFA, CAIA
Scott Wittman, CFA, CAIA
Chief Investment Officer, Asset Allocation & Disciplined Equity
Senior Vice President, Senior Portfolio Manager

Richard Weiss
Richard Weiss
Senior Vice President, Senior Portfolio Manager

Scott Wilson, CFA
Scott Wilson, CFA
Vice President, Portfolio Manager

Radu Gabudean, Ph.D.
Radu Gabudean, Ph.D.
Vice President, Portfolio Manager

Objective

One Choice 2040 Portfolio seeks the highest return consistent with its asset mix.



Footnotes

(*) The annual expense ratio is based on expenses incurred by the fund, as stated in the most recent prospectus.

The performance of the portfolios is dependent on the performance of their underlying American Century Investments' funds and will assume the risks associated with these funds. The risks will vary according to each portfolio's asset allocation, and a fund with a later target date is expected to be more volatile than one with an earlier target date.

G1Fund performance may be subject to substantial short-term changes due to market volatility or other factors.

N1The Morningstar Style BoxTM reveals a fund's investment strategy. For the equity holdings in the fund's portfolio, the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth).

L1Lipper rankings are based on average annual total returns. Portions of the mutual fund performance information contained on this page were supplied by Lipper, a Reuters Company, subject to the following: Copyright © Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Performance data is preliminary and subject to revision. Rankings are based on all classes available within the classification as of the date shown. Rankings are based only on the universe shown.

For a detailed description of any index referenced above, refer to our Glossary.

© 2013 Morningstar, Inc. All Rights Reserved. Certain information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.