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    American Century Balanced Inv (TWBIX)

    18.32 Up 0.01(0.05%) Jul 31

    Profile as of Jun 29, 2015Get Profile for:
    American Century Balanced Inv
    American Century Mutual Funds, Inc.4500 Main StreetKansas City, MO 64111
    Phone: 800-345-2021
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:American Century Investments
    Net Assets:874.28M
    Year-to-Date Return:-0.17%
    Morningstar Rating:4 stars
    Fund Inception Date:Oct 20, 1988
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Brian Howell
    Lead Manager since Feb 27, 2005
    Mr. Howell, Vice President and Senior Portfolio Manager, joined American Century Investments in 1987. He became a portfolio manager in 1996. He has shared primary responsibility for the management of the funds since 2006, and has served on teams managing fixed-income investments since joining American Century. He has a bachelor’s degree in mathematics/statistics and an MBA from the University of California – Berkeley.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    TWBIX can be purchased from 133 brokerages.

    Fund Summary 
    The investment seeks long-term capital growth and current income. The fund normally invests approximately 60% of its assets in equity securities and the remainder in bonds and other fixed-income securities. For the equity portion of Balanced, the portfolio managers select stocks using quantitative management techniques. For the fixed-income portion of the fund, the portfolio managers invest in a diversified portfolio of high- and medium-grade non-money market debt securities.

    Fund Operations 
    Last Dividend (Jun 8, 2015) : 0.07
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : 64.00%
    Average for Category:43.56%
    Fees & Expenses 
    ExpenseTWBIXCategory Avg
    Annual Report Expense Ratio (net):0.90%0.89%
    Prospectus Net Expense Ratio:0.90%N/A
    Prospectus Gross Expense Ratio:0.90%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.22%
    Max Deferred Sales Load: N/A2.29%
    3 Yr Expense Projection*:287564
    5 Yr Expense Projection*:499876
    10 Yr Expense Projection*:1,1081,741
    * Per $10,000 invested