American Century Balanced Inv
4500 Main St P O Box 419200 Kansas City MO 64141
Map
Phone: 800-345-2021
| Category: | Moderate Allocation | | Fund Family: | American Century Investments | | Net Assets: | 459.16M | | Year-to-Date Return: | 11.40% | | Yield: | 2.13% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Oct-88 |
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Brian Howell
Lead Manager since
31-Jan-99 | | | Howell has been a portfolio manager with American Century Investments since January 1996. He joined the company in 1987 as a research analyst. |
| 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 |
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| The investment seeks capital growth and current income. The fund normally invests approximately 60% of assets in equity securities and the remainder in bonds and other fixed-income securities. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of high-grade government, corporate, asset-backed and similar securities payable in U.S. currency. Up to 20% of the fixed-income assets may be invested in securities rated in the fourth category by a nationally recognized statistical rating organization, and up to 15% may be invested in securities rated in the fifth category. |
| Last Dividend
(15-Sep-09):
| 0.06 | | Last Cap Gain
(18-Dec-07):
| 1.12 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.32% |
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| Expense | TWBIX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 287 | $631 | | 5 Yr Expense Projection*: |
$ 499 | $951 | | 10 Yr Expense Projection*: |
$ 1,108 | $1,858 |
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