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American Century Balanced Investor Class: (MF: TWBIX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$20.17 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Fund Description
American Century Balanced Fund, Investor Class was incepted in October 1988 and is managed by American Century Investment Management. The objective of this fund is to seek long-term capital and current income. The fund invests at least 60% of its assets in equity securities and the remainder in bonds and other fixed-income securities. The fund manager utilizes quantitative management techniques in a two-step process that draws heavily on computer technology. The fund offers dividends quarterly. Capital gains are distributed in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Century Balanced Inv | TWBIX | NA | NA | 0.00 | 0.00 | 0.89 | 0.88 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Century Balanced | TWBIX | 20.17 | 10/20/1988 | 1.87 | 7.07 | 10.63 | 7.47 |
| American Century Balanced Inst | ABINX | 20.30 | 5/1/2000 | 2.06 | 7.28 | 10.86 | 7.69 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| American Century Balanced Inv | TWBIX | 2500 | 50 | 0 | Q |
Contact Information
| Family | American Century |
| Address | 4500 Main St. Kansas City, MO 64111 |
| Phone | 800 345-2021 |