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American Century Balanced Investor Class: (MF: TWBIX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:18 PM ET

$21.87 USD

+0.03 (0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.49 79
3 months 1.72 65
6 months 2.51 87
1 Year 16.71 63
3 Year 11.24 67
5 Year 5.58 66
10 Year 8.07 56

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 70.08
Bear Market (10/07 - 2/09) -30.14
Bull Market (2/09 - 3/21) 374.35

Load Adjusted Returns as of Apr 30, 2026

1 Year 9.35
5 Year 4.87
10 Year 7.44
Since Inception 7.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.55 NA NA NA
2025 -3.34 6.71 4.83 1.35
2024 6.17 1.56 4.75 -0.90
2023 5.34 3.96 -3.42 9.84
2022 -6.59 -12.33 -4.72 5.93
2021 3.91 4.52 0.04 6.77

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.499.5911.9316.18-17.3416.0212.9519.64-4.2214.036.88
% Total Return Rel to Index 0.77-8.62-13.09-10.060.85-12.65-5.44-11.840.17-7.75-5.05
% Total Return Rel to Peer -2.04-3.580.302.21-3.592.831.680.881.350.880.53
% Perf Quintile vs Peer* 5.005.003.002.005.002.003.003.003.003.003.00
% Dividends 0.060.360.360.300.210.130.290.270.260.270.25
% Yield 1.631.641.771.941.280.571.321.341.401.341.40
Capital Gains ($) 0.000.000.000.000.004.011.030.691.030.850.16
Expense Ratio 0.000.880.890.910.910.900.900.900.900.910.90

* 1 = Top 20%, 5 = Bottom 20%