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American Century Short Duration Inflation Protection Bond Fund C Class – APOCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.830.01 (+0.10%)9.58 - 9.880.0

Market data as of 6:05PM 08/23/16. Quotes are delayed by at least 15 min.

Overview - APOCX

The investment seeks total return using a strategy that seeks to protect against U.S. inflation. The fund normally invests at least 80% of its net assets in inflation-linked debt securities. It invests primarily in investment-grade securities, but may also invest a portion of its assets in high-yield securities, or junk bonds. The fund also may invest a portion of its net assets in fixed-income securities that are not linked to inflation. It may invest up to 20% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers.

Growth of $10,000 (10 Years)

Total Return2.18%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio1.57%
Front LoadNone
Deferred Load1.00%
Minimum Investment$2,500
Management Tenure11 Years
Fund Inception05/31/2005

Trailing Total Returns - APOCX

as of 07/31/2016
TimeframeAPOCXS&P 500Inflation-Protected Bond
1 Month-0.10%3.69%0.69%
3 Month0.61%5.82%1.78%
1 Year0.72%5.61%3.37%
3 Year-0.88%11.16%1.20%
5 Year-0.72%13.38%1.04%
10 Year2.65%7.75%3.63%
Since Inception2.18%10.51%--

Sector Allocation - APOCX

as of 07/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - APOCX

as of 07/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.36B
Total Stock Holdings0
Total Bond Holdings145

Bond Credit Quality - APOCX

as of 07/31/2016
Below B2.26%
Not Rated-0.25%

Top Ten Holdings - APOCX

as of 07/31/2016
CompanyYTD Return% of Assets
US Treasury Note--14.49%
US Treasury TIP 1.25%--11.67%
US Treasury TIP--8.74%
US Treasury Note--8.16%
US Treasury Note--7.86%
US Treasury Note--7.59%
Us 5yr Note (Cbt) Sep16 Xcbt 20160930--7.57%
US Treasury TIP--5.50%
US Treasury Note--5.39%
US Treasury TIP 2.125%--4.45%

Valuation & Growth - APOCX

as of 07/31/2016
ValuationAPOCXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - APOCX, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Tax Analysis - APOCX, 3 Year Avg

Pretax Return-0.88%
Tax-adjusted Return-0.95%
Tax Cost Ratio0.07%
Potential Cap Gains0.44%

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