American Century Balanced Inv
4500 Main Street Kansas City MO 64111
Map
Phone: 800-345-2021
| Category: | Moderate Allocation | | Fund Family: | American Century Investments | | Net Assets: | 440.82M | | Year-to-Date Return: | -19.18% | | Yield: | 2.67% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Oct-88 |
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Jeffrey L. Houston
Lead Manager since
01-Jun-95 | | | Houston is a portfolio manager with American Century Investments, his employer since November 1990. Before joining the company, he was an assistant vice president and analyst with Ambac Indemnity, a municipal financial guaranty firm in New York. He has been in the finance industry since 1986. Houston holds the Chartered Financial Analyst designation. He is a member of the Kansas City Society of Financial Analysts and the Association of Investment Management and Research. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital growth and current income. The fund normally invests approximately 60% of assets in equity securities and the remainder in bonds and other fixed-income securities. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of high-grade government, corporate, asset-backed and similar securities payable in U.S. currency. Up to 20% of the fixed-income assets may be invested in securities rated in the fourth category by a nationally recognized statistical rating organization, and up to 15% may be invested in securities rated in the fifth category. |
| Last Dividend
(16-Sep-08):
| 0.10 | | Last Cap Gain
(18-Dec-07):
| 1.12 | | Annual Holdings Turnover
| 161.00% | | Average for Category:
| 72.64% |
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| Expense | TWBIX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$287 | $623 | | 5 Yr Expense Projection*: |
$499 | $941 | | 10 Yr Expense Projection*: |
$1,108 | $1,840 |
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2.63% Nasdaq 0.00%
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