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Not Investment Advice

AONIX

American Century One Choice Portfolio: Very Conservative Investor Clas
1W: -0.4% 1M: -2.9% 3M: -2.0% YTD: -1.8% 1Y: +2.8% 3Y: +15.2% 5Y: +4.0%
$11.80
+0.02 (+0.17%)
 
Weekly Expected Move ±0.8%
$11 $12 $12 $12 $12
ETF NASDAQ · AUM $370.5M
ETF-Level Metrics
AUM$371M
Holdings15
Top 10 Wt92.6%
Beta0.58
% Profitable—%
Coverage40%
Portfolio Valuation
P/E1.1
P/B0.1
P/S0.0
EV/EBITDA1.1
P/FCF0.9
PEG0.07
Profitability & Returns
Gross Margin8.8%
Net Margin2.2%
ROE9.1%
ROA1.5%
ROIC4.8%
Div Yield4.41%
Leverage & Liquidity
Debt/Equity0.50
Debt/Assets0.08
Net Debt/EBITDA-0.7x
Interest Cov—x
Current Ratio1.20
Quick Ratio1.04
Growth (YoY)
Revenue+10.9%
Net Income+56.3%
EPS+149.2%
FCF-23.6%
EBITDA+22.7%
Rev CAGR 3Y+3.7%
Quality Scores
Piotroski F6.4
Altman Zinf
IS Quality55.6
IS Overall52.2
IS Value42.0
Median P/E

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 14 97.2% 1.5
Real Estate 1 2.0%
Other 1 0.7%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 16 of 16 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 American Century Diversified Bond Fund ADFIX 20.68% $75.8M 8,150,376 $4.3B Financial Services
2 American Century Global Bond Fund AGBVX 14.29% $52.4M 5,918,564 $2.2B Financial Services
3 American Century Short Duration Fund ACSNX 13.01% $47.7M 4,831,380 $1.0B Financial Services
4 American Century Short Duration Inflation Protection Bond Fund APOIX 12.98% $47.6M 4,464,588 $1.4B Financial Services
5 American Century Inflation Adjusted Bond Fund ACITX 11.01% $40.3M 3,718,658 $2.1B Financial Services
6 American Century Focused Large Cap Value Fund ALVIX 6.20% $22.7M 2,055,297 $3.0B Financial Services
7 American Century Large Cap Equity Fund AFDIX 5.99% $22.0M 372,321 $3.2B Financial Services
8 American Century Mid Cap Value Fund ACMVX 3.20% $11.7M 718,889 $6.2B Financial Services
9 American Century Growth Fund TWCGX 3.00% $11.0M 160,357 $14.8B Financial Services
10 American Century Heritage Fund TWHIX 2.24% $8.2M 311,296 $5.5B Financial Services
11 American Century Emerging Markets Debt Fund AEDVX 2.03% $7.5M 787,515 7.6 $477M Financial Services
12 American Century Real Estate Fund REACX 1.97% $7.2M 276,080 $537M Real Estate
13 American Century High Income Fund AHIVX 1.01% $3.7M 421,132 $1.9B Financial Services
14 American Century Select Fund TWCIX 0.78% $2.9M 19,760 $6.1B Financial Services
15 American Century Small Cap Growth Fund ANOIX 0.75% $2.8M 117,926 $5.1B Financial Services
16 American Century Small Cap Dividend Fund Private 0.73% $2.7M 271,250

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms