Back to top
more

American Century Balanced: (MF: TWBIX)

(MF) As of Dec 8, 2017 06:05 PM ET

 Add to portfolio

$19.64 USD

+0.07 (0.36%)

Zacks MF Rank 3-Hold     3    

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2017

Total Return %* Percentile Rank Objective
YTD 11.56 41
3 months 3.67 11
6 months 5.95 45
1 Year 13.76 46
3 Year 5.80 39
5 Year 8.61 38
10 Year 5.98 17

* Annual for three years and beyond.

Zacks Premium Research for TWBIX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Hold 3
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 13.67
% Yield 1.35
% SEC Yield NA
Net Assets (Mil $) 10/31/2017 815.41
%Turnover 10/31/2017 110.00

Risk

3 Year 5 Year 10 Year
Beta 0.60 0.61 0.59
Alpha -0.71 -0.62 1.13
R Squared 0.94 0.94 0.97
Std. Dev. 6.19 5.99 9.12
Sharpe 0.91 1.43 3.00

Sector / Country Weightings

As of 10/31/2017 % of Portfolio
Other 42.50
Technology 17.65
Finance 12.08
Industrial Cyclical 7.26
Health 6.79
Non-Durable 3.79
Retail Trade 3.66
Consumer Durables 2.55
Energy 1.35
Services 1.25
Utilities 1.12

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 2.02 17.66
APPLE INC 1.84 16.02
MICROSOFT CORP 1.63 14.22
AMAZON.COM INC 1.55 13.52
FACEBOOK INC 1.27 11.11
EXXON MOBIL CORP 1.11 9.71
UNITEDHEALTH GROUP INC 1.04 9.04
BOEING CO 0.99 8.65
MERCK & CO 0.94 8.21

Stock Holding % of Net Assets

As Of 7/31/2017
Total Issues 148
Avg. P/E 28.33
Avg. P/Book 4.13
Avg. EPS Growth 12.14
Avg. Market Value (Mil $) 160,737

Allocation

% of Portfolio
Large Growth 28.96
Large Value 31.05
Small Growth 2.88
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 1.00
Intermediate Bond 29.88
Foreign Bond 0.00
High Yield Bond 0.00