American Century Balanced Fund Investor Class
TWBIX
NASDAQ
| Weiss Ratings | TWBIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | TWBIX-NASDAQ | Click to Compare |
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| Provider | American Century Investments | |||
| Manager/Tenure (Years) | Robert V. Gahagan (20), Charles Tan (6), Jason Greenblath (3), 3 others | |||
| Website | http://www.americancentury.com | |||
| Fund Information | TWBIX-NASDAQ | Click to Compare |
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| Fund Name | American Century Balanced Fund Investor Class | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Oct 20, 1988 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | TWBIX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.87% | |||
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| Dividend Yield (Forward) | 1.40% | |||
| Asset Allocation | TWBIX-NASDAQ | Click to Compare |
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| Cash | 0.91% | |||
| Stock | 56.52% | |||
| U.S. Stock | 55.97% | |||
| Non-U.S. Stock | 0.55% | |||
| Bond | 41.67% | |||
| U.S. Bond | 37.03% | |||
| Non-U.S. Bond | 4.64% | |||
| Preferred | 0.85% | |||
| Convertible | 0.06% | |||
| Other Net | 0.00% | |||
| Price History | TWBIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.50% | |||
| 30-Day Total Return | 3.70% | |||
| 60-Day Total Return | 6.25% | |||
| 90-Day Total Return | 8.99% | |||
| Year to Date Total Return | 3.40% | |||
| 1-Year Total Return | 6.44% | |||
| 2-Year Total Return | 22.77% | |||
| 3-Year Total Return | 34.63% | |||
| 5-Year Total Return | 42.61% | |||
| Price | TWBIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | TWBIX-NASDAQ | Click to Compare |
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| Nav | $20.20 | |||
| 1-Month Low NAV | $19.65 | |||
| 1-Month High NAV | $20.20 | |||
| 52-Week Low NAV | $17.68 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.45 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | TWBIX-NASDAQ | Click to Compare |
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| Beta | 0.74 | |||
| Standard Deviation | 11.87 | |||
| Balance Sheet | TWBIX-NASDAQ | Click to Compare |
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| Total Assets | 894.52M | |||
| Operating Ratios | TWBIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.89% | |||
| Turnover Ratio | 72.00% | |||
| Performance | TWBIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.32% | |||
| Last Bear Market Total Return | -12.33% | |||