American Century Investments One Choice 2050 Portfolio

Shareclass

American Century One Choice 2050 R6 (ARFEX)

Type

Open-end mutual fund

Manager

American Century Investments

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

49.5

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 357 out of 705 funds

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Groups

Environment

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex
Investments in prisons and borders industry, including private prison operators

Military weapons
Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Storebrand ASA
<0.01% of assets
$93,997 invested
2. Yara International ASA
0.01% of assets
$169,404 invested
3. Westpac Banking Corp
<0.01% of assets
$24,953 invested
4. AstraZeneca PLC
0.21% of assets
$2.38M invested
5. AstraZeneca PLC ADR
0.1% of assets
$1.14M invested
6. Allianz SE
0.07% of assets
$846,613 invested
7. Viaplay Group AB Class B
<0.01% of assets
$28 invested
8. L'Oreal SA
0.1% of assets
$1.19M invested
9. Sodexo
0.02% of assets
$195,317 invested
10. International Flavors & Fragrances Inc
<0.01% of assets
$2,507 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Parker Drilling Co
<0.01% of assets
$2,248 invested
2. Ferrellgas Partners LP Unit - Class B
<0.01% of assets
$883 invested
3. Ubiquiti Inc
<0.01% of assets
$15 invested
4. ABC-Mart Inc
<0.01% of assets
$140 invested
5. GungHo Online Entertainment Inc
<0.01% of assets
$55 invested
6. Airport City Ltd
<0.01% of assets
$83 invested
7. NTT UD Reit Investment Corp
<0.01% of assets
$100 invested
8. Madison Square Garden Sports Corp Class A
<0.01% of assets
$466 invested
9. QuantumScape Corp Ordinary Shares - Class A
<0.01% of assets
$290 invested
10. Activia Properties Inc
<0.01% of assets
$147 invested

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Financial performance

Performance data provided by

Find more financial data on ARFEX at Morningstar.com

Gender Equality and Returns

Returns chart for American Century Investments One Choice 2050 Portfolio

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

ARFEX

American Century Investments One Choice 2050 Portfolio

Family

American Century Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.81% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

ARFEX

American Century Investments One Choice 2050 Portfolio

Family

American Century Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.81% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

ARFEX

American Century Investments One Choice 2050 Portfolio

Family

American Century Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.81% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 8/31/23

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
ARFEX - American Century Investments One Choice 2050 Portfolio

9.28%

4.48%

6.02%

7.95%

52 / 100 points

Benchmark

16%

10%

11%

13%

54 / 100 points

Fund compared to benchmark

-6.64%

-6.01%

-5.07%

-4.81%

2 / 100 points lower

Find more financial data on ARFEX at Morningstar.com

What's next?

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