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American Century Balanced Investor Class: (MF: TWBIX)
(NASDAQ Mutual Funds) As of Oct 27, 2025 05:17 PM ET
$21.45 USD
+0.16 (0.75%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
American Century Balanced Fund, Investor Class was incepted in October 1988 and is managed by American Century Investment Management. The objective of this fund is to seek long-term capital and current income. The fund invests at least 60% of its assets in equity securities and the remainder in bonds and other fixed-income securities. The fund manager utilizes quantitative management techniques in a two-step process that draws heavily on computer technology. The fund offers dividends quarterly. Capital gains are distributed in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Century Balanced Inv | TWBIX | NA | NA | 0.00 | 0.00 | 0.89 | 0.88 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Century Balanced | TWBIX | 21.45 | 10/20/1988 | 1.80 | 7.14 | 14.21 | 7.43 |
| American Century Balanced Inst | ABINX | 21.05 | 5/1/2000 | 1.99 | 7.36 | 14.44 | 7.66 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |