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American Century Balanced Investor Class: (MF: TWBIX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$18.21 USD
+0.09 (0.50%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
American Century Balanced Fund, Investor Class was incepted in October 1988 and is managed by American Century Investment Management. The objective of this fund is to seek long-term capital and current income. The fund invests at least 60% of its assets in equity securities and the remainder in bonds and other fixed-income securities. The fund manager utilizes quantitative management techniques in a two-step process that draws heavily on computer technology. The fund offers dividends quarterly. Capital gains are distributed in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Century Balanced Inv | TWBIX | NA | NA | 0.00 | 0.00 | 0.90 | 0.91 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Century Balanced | TWBIX | 18.12 | 10/20/1988 | 0.38 | 17.09 | 4.41 | 7.88 |
| American Century Balanced Inst | ABINX | 18.84 | 5/1/2000 | 0.41 | 17.37 | 4.64 | 8.12 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |