Balanced Fund Investor Fund Quote
| TWBIX Fund | USD 19.19 0.02 0.10% |
PerformanceVery Weak
| Odds Of DistressLow
|
Balanced Fund is trading at 19.19 as of the 22nd of March 2025; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 19.21. Balanced Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
For the equity portion of the fund, the fund will generally invest in large capitalization companies the adviser believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. More on Balanced Fund Investor
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Balanced Mutual Fund Highlights
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Balanced Fund Investor [TWBIX] is traded in USA and was established 22nd of March 2025. Balanced Fund is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of American Century Investments family. This fund at this time has accumulated 875.31 M in assets with no minimum investment requirementsBalanced Fund Investor is currently producing year-to-date (YTD) return of 0.81% with the current yeild of 0.02%, while the total return for the last 3 years was 5.43%.
Check Balanced Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Fund Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Balanced Fund Investor Mutual Fund Constituents
| JNJ | Johnson Johnson | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| AVGO | Broadcom | Stock | Information Technology |
Balanced Fund Investor Risk Profiles
| Mean Deviation | 0.5222 | |||
| Standard Deviation | 0.6625 | |||
| Variance | 0.439 | |||
| Risk Adjusted Performance | (0.10) |
Balanced Fund Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Fund security.
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