Morningstar

American Century Balanced Fund Investor Class TWBIX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $21.93  /  −0.41 %
  • Fund Size $849.0M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.55%
  • Turnover Ratio 84%
NAV and 1-Day Return as of

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 Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TWBIX

More TWBIX 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

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