American Century Balanced Inv (TWBIX)
* As of 31-Mar-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US Treasury Note 1.375%||1.24||-14.44|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.90%|
Performance & Risk
|5y Avg Return:||10.31%|
|Rank in Category (ytd):||94|
|% Rank in Category (ytd):||9.85%|
|Morningstar Risk Rating:||2|
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. View More