Morningstar

American Century Balanced Fund I Class ABINX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $21.95  /  −0.41 %
  • Fund Size $849.0M
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.680%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.74%
  • Turnover Ratio 84%
NAV and 1-Day Return as of

Morningstar’s Analysis ABINX

Will ABINX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ABINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ABINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ABINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Century Balanced I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ABINX

More ABINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.00 43M
Technology

Microsoft Corp

3.76 32M
Technology

Apple Inc

3.33 28M
Technology

Alphabet Inc Class A

2.84 24M
Communication Services

Us Ultra Bond Cbt Dec26 Xcbt 20261221

2.79 24M
Government

Ultra 10 Year US Treasury Note Future Dec 26

2.05 17M
Government

Amazon.com Inc

1.91 16M
Consumer Cyclical

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

1.84 16M
Government

Broadcom Inc

1.65 14M
Technology

Micron Technology Inc

1.01 9M
Technology

Sponsor Center