TWBIX : American Century Balanced Fund Investor Class

TWBIX is a Allocation Market All-In-One with MODERATE fees.

TWBIX

American Century Balanced Fund Investor Class

FI Score

45 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

45% FI Score
  • twbix
  • Mutual Fund
  • Allocation
  • All-In-One

American Century Balanced Fund Investor Class

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

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 the fund, 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.

Largest Holdings

Amount Holding
3.05% E-mini S&P 500 Futures June20
2.42% Apple Inc
2.30% Microsoft Corp
2.13% United States Treasury Notes 0.5%
1.80% Amazon.com Inc
1.59% Alphabet Inc A
1.53% 2 Year Treasury Note Future June 20
1.40% Facebook Inc A
1.37% 5 Year Treasury Note Future June 20
1.18% United States Treasury Notes 0.88%
1.03% Merck & Co Inc
0.93% Adobe Inc
0.85% United States Treasury Bonds 2.5%
0.85% Federal National Mortgage Association 4%
0.83% Bristol-Myers Squibb Company
0.82% United States Treasury Notes 2.88%
0.77% Broadcom Inc
0.73% United States Treasury Notes 1.5%
0.69% JPMorgan Chase & Co
0.67% Berkshire Hathaway Inc B
0.62% Federal National Mortgage Association 4%
0.62% Johnson & Johnson
0.60% Abbott Laboratories
0.59% The Hershey Co
0.59% United States Treasury Notes 1.75%

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