QUARTERLY FACT SHEET 3.31.2017
Strategic Allocation: Conservative
TICKERS
Investor class: TWSCX | Institutional class: ACCIX | A class: ACCAX | C class: AACCX | R class: AACRX | R6 class: AACDX
Goal and Strategy
Growth of a Hypothetical $10,000 Investment
Highest level of total return consistent with its mix
of stocks, bonds and cash equivalent securities.
Distinguishing Characteristics
Invests in a mix of stocks, bonds and cash
equivalents. The conservative portfolio seeks
regular income by emphasizing bond and cash
equivalent investments.
Portfolio Management Team
Start Date
Name
Industry Company
Richard Weiss
1984
2010
Scott Wilson, CFA
1992
1992
Scott Wittman, CFA, CAIA
1982
2009
Radu Gabudean
2001
2013
Fund Information
Total Fund Assets
$533.2M
Dividend Frequency
Quarterly
Morningstar Category
Lipper Category
Allocation--30% to 50%
Equity
Mixed-Asset Target Alloc
Moderate Funds
American Century
Strategic Allocation: Conservative
$18,000
$16,000
$14,000
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
$0
2007
2007
$15,885
Investor Class as of 3.31.2017.
2009
2011
2013
2015
2017
Performance (%)
Since
10 Year Inception
Inception
Date
Class
Qtr
1 Year
3 Year
5 Year
Investor
3.44
6.87
3.75
5.27
4.73
5.89
2/15/96
Institutional
3.44
7.08
3.93
5.47
4.93
5.20
8/1/00
A
3.25
6.61
3.52
5.00
4.47
5.64
10/2/96
A (With Sales Charge)
-2.72
0.40
1.52
3.75
3.85
5.34
10/2/96
Risk Measures (3-year)
Alpha (Annualized)*
-1.13
Calendar Year Returns (%)
Investor Class
Beta*
0.47
Year
2008
2009
2010
2011
2012
2013
2014
2015
2016
YTD
R-squared*
0.84
Fund
-15.76
14.54
9.70
3.42
9.58
9.84
6.27
-1.37
5.03
3.44
Std. Deviation (Annualized)
5.22
Sharpe Ratio
0.70
Expenses and Sales Charges
Class
Gross (%)
Investor
1.00
Institutional
0.80
A (5.75% Initial Sales Charge)
1.25
C
2.00
R
1.50
R6
Data presented reflects past performance. Past performance is no guarantee of future results.
Current performance may be higher or lower than the performance shown. To obtain performance
data current to the most recent month end, please visit americancentury.com. Investment return
and share value will fluctuate, and redemption value may be more or less than original cost. Data
assumes reinvestment of dividends and capital gains.
You should consider the
investment objectives, risks, and charges and expenses carefully
before you invest. The
prospectus or summary prospectus, which can be obtained at
americancentury.com, contains this and other information about the fund, and should be read
carefully before investing.
Performance less than one year, when quoted, is not annualized.
As of April 10, 2017, the Institutional Class was renamed I Class.
0.65
*Relative to the S&P 500.
Expense ratio is as of the fund's current prospectus. The Institutional
Class minimum investment amount is $5 million ($3 million for
endowments and foundations) per fund. A contingent deferred sales
charge (CDSC) of 1% for A Shares is only charged at redemption within
the first year on purchases over $1MM. There is no initial sales charge in
these situations. C Class shares are subject to a contingent deferred sales
charge (CDSC) of 1% and the charges will be imposed on certain
redemptions within 12 months.
A Note About Risk
investments in fixed income securities are subject to the risks associated with debt securities including
credit, price and interest rate risk. Generally, as interest rates rise, the value of the securities held in the
fund will decline. The opposite is true when interest rates decline. International investing involves special
risk considerations, including economic and political conditions, inflation rates and currency fluctuations.
There is no guarantee that the investment objectives will be met. Dividends and yields represent past
performance and there is no guarantee that they will continue to be paid.
International
Growth Conservative
Strategic
Allocation:
Portfolio Characteristics1
Morningstar Rating
Fund
Equity Holdings
1,096
Fixed Income Holdings
Effective Duration
QUARTERLY
FACT
SHEET12.31.2015
3.31.2017
QUARTERLY
FACT
SHEET
1,110
5.11 Years
Wtd Avg Market Cap
$88.0B
Price/Earnings Ratio
19.63x
Price/Book Ratio
2.48x
Morningstar Category
Investor Class
Allocation--30% to 50% Equity
Rating
# of Funds
Overall
3 Year
5 Year
10 Year




408
408
350
243
For each fund with at least a three-year history, Morningstar calculates a Morningstar
based on a Morningstar Risk-Adjusted Return measure that
accounts for variation in a
monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The Overall
Morningstar
for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable)
Morningstar
metrics. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next
22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which
may cause slight variations in the distribution percentages.) Past performance is no guarantee of future results.
Investment Blend1 (%)
Lipper Rankings
Domestic Stock
33.37
U.S. Government Bonds
24.38
Lipper Category
Funds
Foreign Stock
11.39
Fund
U.S. Corporate Bonds
9.93
Foreign Government Bonds
8.51
Other
12.41
Top Ten Holdings1 (%)
TIPS* (0.125%, 2024-07-15)
2.09
US 2YR NOTE (CBT) JUN17
2.03
TIPS* (0.125%, 2019-04-15)
1.33
United States Treasury Note/Bond
1.00 03/15/2018
1.28
TIPS* (1.25%, 2020-07-15)
0.88
EURO-SCHATZ FUT MAR17
0.85
United States Treasury Note/Bond
2.00 10/31/2021
0.83
Japan Government Ten Year Bond 1%
2021-02-12
0.82
TIPS* (2.375%, 2025-01-15)
0.77
TIPS* (1.375%, 2018-07-15)
Total Percent in Top 10 Holdings
Investor Class
Mixed-Asset Target Alloc Moderate
Percentile
1 Year
529/587
90%
3 Year
5 Year
310/523 343/448
60%
77%
10 Year
150/351
43%
Lipper rankings are based on average annual total returns. All of the mutual fund performance information contained in this table was supplied by Lipper, a
Thomson Reuters Company, subject to the following: Copyright 2017© Thomson Reuters. All rights reserved. Any copying, republication or redistribution of
Lipper content, including by caching, framing or similar means, is expressly prohibited without prior written consent of Lipper. Lipper shall not be liable for
any errors or delays in the content, or for any actions taken in reliance thereon.
0.76
11.64
*Treasury Inflation Protected Securities (TIPS)
The holdings listed should not be considered recommendations to
purchase or sell a particular security. Equity holdings are grouped to
include common shares, depository receipts, rights and warrants issued
by the same company. Fund holdings subject to change.
1 As of 2/28/2017.
The
risk level is relative only to American Century Strategic Allocation: Moderate and American Century Strategic Allocation: Aggressive and does not represent comparison with any other investment..
DUE TO MARKET VOLATILITY, CURRENT PERFORMANCE MAY BE DIFFERENT THAN THE FIGURES SHOWN.
©2017 Morningstar, Inc. All Rights Reserved. Certain information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete
or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2017 Standard & Poor's Financial Services LLC. The S&P 500® Index is composed of 500 selected common stocks, most of which are listed on the New York Stock Exchange. It is not an investment product available for purchase.
Key Terms: Alpha: Shows how a fund did relative to what would have been expected given the fund's beta and the performance of the benchmark index. For example, an alpha of 1.4 means that the fund outperformed its estimated
return (based on market activity alone) by 1.4%. Beta: Measures the volatility of the fund, as compared to that of the overall market. The
beta is set at 1.00; a beta higher than 1.00 is considered to be more volatile than the
market, while a beta lower than 1.00 is considered to be less volatile. Effective Duration: A weighted average of all bond durations in a fund's portfolio. Duration measures the price sensitivity of a bond or bond fund to changes in
interest rates. Specifically, duration represents the approximate percentage change in the price of a bond or bond fund if interest rates move up or down 100 basis points. Weighted Average Market Capitalization: The average of the
weighted capitalizations of a
holdings. Price/Earnings Ratio (P/E): The price of stock divided by its annual earnings per share. Price/Book Ratio (P/B): The ratio of a
price to its book value per share. R2 - (Rsquared): A statistic that indicates how much of a
fluctuations were attributable to movements in the
benchmark index. Sharpe Ratio: Measures the potential reward offered by a mutual fund relative to its risk level using
the fund's standard deviation and its excess return to determine reward per unit of risk. The higher the sharpe ratio, the better the fund's historical risk-adjusted performance. Standard Deviation: Defines how widely returns varied from
an average over a given period of time. A higher standard deviation means a more volatile fund. For example, a fund with a standard deviation of 6 and an average annual return of 10% saw annualized monthly returns fall within 6
percentage points of that average (or between 4% and 16%) two-thirds of the time.
Fund Facts are provided by FactSet Research Systems, Inc.
American Century Investment Services, Inc., Distributor
©2017 American Century Proprietary Holdings, Inc. All rights reserved.
IN-FFS-92185 1704
Non-FDIC Insured  May Lose Value  No Bank Guarantee