STRATEGIC ALLOCATION: Financials Overview

ASMRX Fund  USD 6.52  -0.09  -1.36%   

Key indicators impacting STRATEGIC ALLOCATION:'s Profitability

 Ps Ratio
1.53
 Pe Ratio
18.28
 Treynor Ratio
-0.06
 Sharpe Ratio
-0.07
 Information Ratio
0.05895547
  
STRATEGIC ALLOCATION:'s historical returns alone are not a reliable basis for projecting future performance. All investments involve risk, including possible loss of principal. STRATEGIC ALLOCATION:'s historical return figures are presented for illustrative purposes only. The fund's prospectus and risk disclosures provide essential context for evaluating STRATEGIC ALLOCATION:.

STRATEGIC ALLOCATION: Fund Summary

STRATEGIC ALLOCATION: competes with GOEHRING ROZENCWAJG, BRAMSHILL INCOME, AB GLOBAL, PERKINS SMALL, and Harris Associates. 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. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10 percent of its assets in below investment-grade securities.
Specialization
null, Large Blend
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS0250858208
Business AddressAmerican Century Strategic
Mutual Fund FamilyAmerican Century Investments
Mutual Fund CategoryAllocation--50% to 70% Equity
BenchmarkDow Jones Industrial
Phone800 345 2021
CurrencyUSD - US Dollar
STRATEGIC ALLOCATION: publishes detailed financial data each quarter, giving stakeholders a transparent look at the company's fiscal health. Each section focuses on a different dimension of STRATEGIC ALLOCATION: financial performance, from liquidity and leverage to earnings and cash generation. Taken together, these accounts outline the financial structure underlying STRATEGIC ALLOCATION: market position.

Key Financial Ratios

By examining the financial ratios derived from STRATEGIC ALLOCATION:'s public filings, investors gain a clearer picture of the business without wading through every line item in the statements.

Financial Ratios Relationships

Comparative market metrics assess STRATEGIC ALLOCATION:'s pricing relative to peers. You can analyze the relationship between different fundamental ratios across STRATEGIC ALLOCATION: competition to find correlations between indicators driving STRATEGIC ALLOCATION:'s intrinsic value. More Info.
Strategic Allocation Moderate ranks first in price to earning among similar funds. It also ranks first in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. At 7.68 , Strategic Allocation Moderate's Price To Earning-to-Price To Book multiple reflects the spread between these metrics. Relative ratio analysis evaluates STRATEGIC ALLOCATION:'s earnings valuation.

Financial Metrics, Fundamentals & Methodology

Long-horizon stability for STRATEGIC ALLOCATION: depends on exposure durability and fee structure. Factor tilts can amplify macro regime sensitivity.

Unless otherwise specified, data for Strategic Allocation Moderate is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Income statement, balance sheet, and cash-flow values follow GAAP or IFRS conventions as reported.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board
Last reviewed on March 12th, 2026
Strategic Allocation Moderate ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 5.41 Billion. STRATEGIC ALLOCATION: totals roughly 1.14 Billion in net asset claiming about 21% of funds in Allocation--50% to 70% Equity category.