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American Century Balanced Inv (TWBIX)

18.42 Up 0.07(0.38%) Apr 15
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Prev Close:18.35
YTD Return*:2.00%
Net Assets*:811.94M
Yield*:1.42%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for TWBIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.19-2.91
US Treasury Note 1.375%1.6311.47
GOOG1.631.27
MSFT1.527.65
US Treasury Note 1.25%1.425.16

Fund Basics

Morningstar Overall Rating:
Total Assets:811.94M
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.90%

Performance & Risk

YTD Return:2.00%
5y Avg Return:14.37%
Rank in Category (ytd):31
% Rank in Category (ytd):3.36%
Beta (3y):0.90
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term 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. 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. View More
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