TWBIX - American Century Balanced Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD

American Century Balanced Inv

American Century Mutual Funds, Inc.4500 Main StreetKansas City, MO 64111
800-345-2021
Management Information
Robert Gahagan,Lead Manager since February 26, 2005
Mr. Gahagan, Senior Vice President and Senior Portfolio Manager, joined American Century Investments in 1983.????He became a portfolio manager in 1991.??He has a bachelor???s degree in economics and an MBA from the University of Missouri ??? Kansas City.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyAmerican Century Investments
Net Assets899.65M
YTD Return13.36%
Yield1.41%
Morningstar Rating★★★★
Inception DateOct 19, 1988

Fund Operations

Last Dividend0.09
Last Cap Gain0.00
Holdings Turnover104.00%
Average for CategoryN/A

Fees & Expenses

ExpenseTWBIXCategory Average
Annual Report Expense Ratio (net)0.90%0.86%
Prospectus Net Expense Ratio0.91%N/A
Prospectus Gross Expense Ratio0.91%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.15%
Max Deferred Sales LoadN/A1.92%
3 Yr Expense Projection291N/A
5 Yr Expense Projection504N/A
10 Yr Expense Projection1,120N/A