American Century Balanced Inv (TWBIX)
19.29 0.06(0.31%) Dec 12
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US Treasury Note 1.375%||2.99||5.80|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.90%|
Performance & Risk
|5y Avg Return:||12.55%|
|Rank in Category (ytd):||44|
|% Rank in Category (ytd):||4.92%|
|Morningstar Risk Rating:||2|
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