American Century Balanced Inv
American Century Mutual Funds, Inc.4500 Main StreetKansas City, MO 64111
Map
Phone: 800-345-2021
| Category: | Moderate Allocation | | Fund Family: | American Century Investments | | Net Assets: | 662.92M | | Year-to-Date Return: | 3.82% | | Yield: | 1.83% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Oct-1988 |
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G. David MacEwen
Lead Manager since 27-Feb-2005 | | |
| 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 long-term 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. For the equity portion of the fund, the portfolio managers use quantitative management techniques to select the stocks from large (those with a market cap greater than $2 billion), publicly-traded U.S. companies. For the fixed-income portion of the fund, the portfolio managers invest in a diversified portfolio of high- and medium-grade non-money market debt securities. |
| Last Dividend
(11-Jun-2013)
:
| 0.07 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(17-Jun-2013)
:
| 82.00% | | Average for Category: | 71.92% |
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| Expense | TWBIX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.90% | 0.98% | | Prospectus Net Expense Ratio: | 0.91% | N/A | | Prospectus Gross Expense Ratio: | 0.91% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.29% | | Max Deferred Sales Load:
| N/A | 2.51% | | 3 Yr Expense Projection*: | 291 | 597 | | 5 Yr Expense Projection*: | 504 | 921 | | 10 Yr Expense Projection*: | 1,120 | 1,819 |
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0.19(1.03%) 20 Jun