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American Century Balanced Inv TWBIX

Quantitative rating as of
  • NAV / 1-Day Return 16.46  /  0.12 %
  • Total Assets 862.3 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.34%
  • Turnover 94%

Morningstar’s Analysis TWBIX

Will TWBIX outperform in future?

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

Summary

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American Century Balanced Inv’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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