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 Dow Down 0.78% Nasdaq Down 0.52%

American Century Balanced Inv (TWBIX)

19.28 Down 0.02(0.10%) Jul 24
Prev Close:19.28
YTD Return*:5.55%
Net Assets*:848.63M
Yield*:1.37%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for TWBIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.1917.82
US Treasury Note 1.375%1.6117.08
JNJ1.485.45
GOOGL1.4013.42
MSFT1.29-0.10

Fund Basics

Morningstar Overall Rating:
Total Assets:848.63M
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.90%

Performance & Risk

YTD Return:5.55%
5y Avg Return:13.07%
Rank in Category (ytd):39
% Rank in Category (ytd):4.46%
Beta (3y):0.91
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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