Strategic Allocation Moderate Fund Quote

ASMUX Fund  USD 6.32  0.01  0.16%   

Performance

10 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Strategic Allocation is trading at 6.32 as of the 19th of March 2024; that is 0.16 percent increase since the beginning of the trading day. The fund's open price was 6.31. Strategic Allocation has about a 38 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Strategic Allocation Moderate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of November 2022 and ending today, the 19th of March 2024. Click here to learn more.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 64 percent of its assets in stocks, 32 percent of its assets in bonds, and 4 percent of its assets in cash equivalents. More on Strategic Allocation Moderate

Moving together with Strategic Mutual Fund

  0.8STFGX State Farm GrowthPairCorr
  0.78AMDVX Mid Cap ValuePairCorr
  0.95AMEIX Equity Growth FundPairCorr
  0.96AMGIX Income Growth FundPairCorr
  0.9AMKIX Emerging Markets FundPairCorr

Strategic Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Strategic Allocation's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Strategic Allocation or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAmerican Century Investments Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, American Century Investments (View all Sectors)
Update Date31st of March 2024
Strategic Allocation Moderate [ASMUX] is traded in USA and was established 19th of March 2024. Strategic Allocation is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of American Century Investments family. This fund presently has accumulated 1.14 B in assets under management (AUM) with no minimum investment requirementsStrategic Allocation is currently producing year-to-date (YTD) return of 3.1% with the current yeild of 0.02%, while the total return for the last 3 years was 2.46%.
Check Strategic Allocation Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Strategic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Strategic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Strategic Allocation Moderate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Strategic Allocation Moderate Mutual Fund Constituents

AAPLApple IncStockInformation Technology
JNJJohnson JohnsonStockHealth Care
VVisa Class AStockFinancials
FLVAmerican Century ETFEtfLarge Value
VALQAmerican Century STOXXEtfLarge Value
QINTAmerican Century QualityEtfForeign Large Blend
QGROAmerican Century USEtfLarge Growth
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Strategic Allocation Target Price Odds Analysis

Based on a normal probability distribution, the odds of Strategic Allocation jumping above the current price in 90 days from now is about 7.29%. The Strategic Allocation Moderate probability density function shows the probability of Strategic Allocation mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Strategic Allocation has a beta of 0.7311. This suggests as returns on the market go up, Strategic Allocation average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Strategic Allocation Moderate will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Strategic Allocation is significantly underperforming NYSE Composite.
  Odds Below 6.32HorizonTargetOdds Above 6.32
92.50%90 days
 6.32 
7.29%
Based on a normal probability distribution, the odds of Strategic Allocation to move above the current price in 90 days from now is about 7.29 (This Strategic Allocation Moderate probability density function shows the probability of Strategic Mutual Fund to fall within a particular range of prices over 90 days) .

Strategic Allocation Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Strategic Allocation market risk premium is the additional return an investor will receive from holding Strategic Allocation long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Strategic Allocation. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Strategic Allocation's alpha and beta are two of the key measurements used to evaluate Strategic Allocation's performance over the market, the standard measures of volatility play an important role as well.

Strategic Allocation Against Markets

Picking the right benchmark for Strategic Allocation mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Strategic Allocation mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Strategic Allocation is critical whether you are bullish or bearish towards Strategic Allocation Moderate at a given time. Please also check how Strategic Allocation's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Strategic Allocation without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Strategic Mutual Fund?

Before investing in Strategic Allocation, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Strategic Allocation. To buy Strategic Allocation fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Strategic Allocation. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Strategic Allocation fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Strategic Allocation Moderate fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Strategic Allocation Moderate fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Strategic Allocation Moderate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Strategic Allocation Moderate?

The danger of trading Strategic Allocation Moderate is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Strategic Allocation is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Strategic Allocation. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Strategic Allocation is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Strategic Allocation Moderate. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

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When running Strategic Allocation's price analysis, check to measure Strategic Allocation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Strategic Allocation is operating at the current time. Most of Strategic Allocation's value examination focuses on studying past and present price action to predict the probability of Strategic Allocation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Strategic Allocation's price. Additionally, you may evaluate how the addition of Strategic Allocation to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Strategic Allocation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Strategic Allocation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Strategic Allocation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.