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American Century Balanced Investor Class: (MF: TWBIX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:19 PM ET

$22.28 USD

+0.04 (0.18%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.32 80
3 months 1.78 70
6 months 3.53 68
1 Year 9.81 80
3 Year 9.96 72
5 Year 5.18 72
10 Year 7.79 59

* 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) 385.51

Load Adjusted Returns as of Jul 31, 2026

1 Year 11.24
5 Year 5.66
10 Year 8.16
Since Inception 7.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.55 8.56 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 4.319.5911.9316.18-17.3416.0212.9519.64-4.2214.036.88
% Total Return Rel to Index -5.50-8.62-13.09-10.060.85-12.65-5.44-11.840.17-7.75-5.05
% Total Return Rel to Peer -1.83-3.580.302.21-3.592.831.680.881.350.880.53
% Perf Quintile vs Peer* 4.005.003.002.005.002.003.003.003.003.003.00
% Dividends 0.150.360.360.300.210.130.290.270.260.270.25
% Yield 0.661.641.771.821.280.571.321.341.401.341.40
Capital Gains ($) 0.000.000.000.000.004.011.030.691.030.850.16
Expense Ratio 0.880.880.890.910.910.900.900.900.900.910.90

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