Morningstar

American Century Balanced Fund Investor Class TWBIX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 21.97  /  +0.32 %
  • Total Assets 908.1M
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.54%
  • Turnover 84%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis TWBIX

Will TWBIX 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 TWBIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TWBIX 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 TWBIX’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 Inv 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

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Portfolio Holdings TWBIX

More TWBIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.71 45M
Technology

Alphabet Inc Class A

3.79 36M
Communication Services

Microsoft Corp

3.22 31M
Technology

Apple Inc

2.85 27M
Technology

Us Ultra Bond Cbt Sep26 Xcbt 20260921

2.36 23M
Government

Amazon.com Inc

2.00 19M
Consumer Cyclical

Broadcom Inc

1.92 18M
Technology

Micron Technology Inc

1.20 12M
Technology

Ssc Government Mm Gvmxx

1.18 11M
Cash and Equivalents

Applied Materials Inc

1.04 10M
Technology

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