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American Century Balanced Inv (TWBIX)

19.71 Up 0.08(0.41%) Nov 21

Profile as of Oct 30, 2014Get 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:864.66M
Year-to-Date Return:7.53%
Morningstar Rating:4 stars
Fund Inception Date:Oct 20, 1988
Morningstar Style Box 
Moderate Allocation
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Management Information 
G. David MacEwen
Lead Manager since Feb 27, 2005
Mr. MacEwen, Co-Chief Investment Officer , has served on teams managing fixed-income investments for American Century since joining the advisor in 1991. He has a bachelor’s degree in economics from Boston University and an MBA in finance from the University of Delaware.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:2,500
Min Initial Investment, AIP:2,500
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
TWBIX can be purchased from 130 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 the fund, the portfolio managers use quantitative management techniques to select the stocks from large (those with a market cap greater than $2 billion), publicly-traded U.S. companies. 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 (Dec 16, 2013) : 0.07
Last Cap Gain : 0.00
Annual Holdings Turnover (Nov 18, 2014) : 81.00%
Average for Category:38.22%
Fees & Expenses 
ExpenseTWBIXCategory Avg
Annual Report Expense Ratio (net):0.90%0.93%
Prospectus Net Expense Ratio:0.91%N/A
Prospectus Gross Expense Ratio:0.91%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.28%
Max Deferred Sales Load: N/A2.47%
3 Yr Expense Projection*:291576
5 Yr Expense Projection*:504884
10 Yr Expense Projection*:1,1201,757
* Per $10,000 invested