(FUSI) American Century Trust - - Ratings and Ratios

The American Century Multisector Floating Income ETF (FUSI) is designed to provide income through investments in floating rate securities, primarily targeting securitized credit instruments. Under normal market conditions, the fund allocates at least 80% of its net assets to these securities, leveraging instruments such as collateralized loan obligations (CLOs), credit risk transfer securities, and floating rate commercial mortgage-backed securities. This strategy aims to capitalize on the benefits of floating rate securities, which adjust to market conditions, potentially offering protection against rising interest rates.

The funds portfolio is predominantly composed of investment-grade securities, enhancing credit quality and stability. However, it retains flexibility by allowing up to 35% of its assets in below-investment-grade securities, enabling exposure to higher-yielding opportunities while maintaining a balanced risk profile. This approach reflects a strategic blend of stability and cautious risk-taking, tailored for investors seeking regular income with managed volatility.

Over the next three months, FUSI is expected to exhibit price stability, supported by its low average true range (ATR) of 0.06, indicating minimal volatility. The closely aligned 20, 50, and 200-day moving averages (50.54, 50.38, 49.61) suggest a stable price trajectory, likely hovering around the current level of 50.59. The funds assets under management (AUM) of $58.28 million reflect a modest yet dedicated investor base, focusing on consistent income generation. The low average daily volume of 2,586 shares underscores a niche appeal, attracting investors prioritizing yield over liquidity.