Morningstar

American Century Balanced Fund Investor Class TWBIX

Medalist Rating as of Aug 31, 2026 See American Century Investment Hub

Strategy

The investment seeks long-term capital growth and current income. For the equity portion of the fund, the fund will primarily invest in large capitalization companies the advisor believes show business improvement using a proprietary multi-factor model that analyzes fundamental measures of a stock’s value and growth potential. Each security is evaluated on a sector-specific basis, and the fund seeks to hold securities with the strongest attributes in their respective sectors.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TWBIX	American Century Balanced Fund Investor Class	No Load	Open			Oct 20, 1988	$817.81M	0.890%	Above Average	$2,500	−$70.23M
ABINX	American Century Balanced Fund I Class	Institutional	Open			May 1, 2000	$28.83M	0.690%	Below Average	$5M	−$2.70M
ABGNX	American Century Balanced Fund R5 Class	Retirement, Large	Open			Apr 10, 2017	$2.40M	0.690%	Above Average	$0	$384,495.96

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