14 important things you should know about American Century Investments TWBIX mutual fund

Updated: June 29, 2020
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Before we start: if you’re looking for TWBIX “stock” price, you can quickly find it out by visiting Finny and typing "TWBIX quote". If you’re looking for a quick scoop on TWBIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "TWBIX". You’ll get all this info in one place.

Are you looking to buy or sell TWBIX? Or perhaps you’re looking for TWBIX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this TWBIX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: TWBIX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: TWBIX buy or sell; the pros and cons of investing in TWBIX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to TWBIX.

And here is the list of questions we’ll answer:

  1. Describe American Century Mutual Funds, Inc: Balanced Fund; Investor Class Shares (TWBIX).
  2. What are TWBIX holdings?
  3. What is TWBIX performance? What are TWBIX historical returns?
  4. How many up and down years did TWBIX have historically?
  5. What is TWBIX dividend yield?
  6. What is TWBIX minimum initial investment amount?
  7. What is TWBIX expense ratio?
  8. Does TWBIX have any sales loads or 12b-1 distribution expenses?
  9. What is TWBIX tax efficiency (tax-cost ratio)?
  10. What is TWBIX beta? How would you assess TWBIX risk?
  11. What is TWBIX Sharpe ratio?
  12. What is TWBIX Finny Score? TWBIX buy or sell?
  13. What are the pros of investing in TWBIX? What are TWBIX buy reasons?
  14. What are the cons of investing in TWBIX? What are TWBIX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century Mutual Funds, Inc: Balanced Fund; Investor Class Shares (TWBIX).

The Fund seeks capital growth and current income. Under normal circumstances, the fund will be investing 40% of the Fund's assets in highly rated income securities. The 60% of the Fund's assets will be invested in common stocks that are considered by management to have better than average prospects for appreciation.

2. What are TWBIX top holdings?

TWBIX has 165 stock holdings and 625 bond holdings.

The top 10 holdings represent 20.36% of total assets. Here are the top holdings:

Name Symbol % Assets
E-mini S&P 500 Futures June20 ESM0 3.05%
Apple Inc AAPL 2.42%
Microsoft Corp MSFT 2.30%
Bp9u31zz0 Cds Usd R V 00mevent 2i65brsp6 Ice Ccp N/A 2.13%
United States Treasury Notes 0.5% N/A 2.13%
Bp9u31zz0 Cds Usd P F 5.00000 Markit Cdx Na Hy Ice Ccp N/A 2.01%
Amazon.com Inc AMZN 1.80%
Alphabet Inc A GOOGL 1.59%
2 Year Treasury Note Future June 20 ZTM0 1.53%
Facebook Inc A FB 1.40%

3. What is TWBIX performance? What are TWBIX historical returns?

TWBIX has generated the following returns:

  • 1-month return is 4.09%;
  • 3-month return is -5.22%;
  • 1-year return is 5.60%;
  • 3-year return is 6.72%;
  • 5-year return is 5.58%;
  • 10-year return is 8.02%;
  • 15-year return is 6.39%.

4. How many up and down years did TWBIX have historically?

In the last 10 years, TWBIX had 8 up years and 2 down years.

5. What is TWBIX dividend yield?

TWBIX yield is 1.45%.

6. What is TWBIX minimum initial investment amount?

TWBIX minimum initial investment amount is $3.00K.

7. What is TWBIX expense ratio?

TWBIX expense ratio is 0.91%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does TWBIX have any sales loads or 12b-1 distribution expenses?

TWBIX 12b-1 distribution fee is 0. TWBIX front-end sales load is 0. TWBIX back-end sales load is 0.

9. What is TWBIX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.38%;
  • 3-year ax cost ratio is 1.82%.

10. What is TWBIX beta? How would you assess TWBIX risk?

  • 3-year beta is 0.97;
  • 5-year beta is 0.97;
  • 10-year beta is 0.94;
  • 15-year beta is 0.92.

11. What is TWBIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.29;
  • 5-year Sharpe ratio is 0.38;
  • 10-year Sharpe ratio is 0.82;
  • 15-year Sharpe ratio is 0.60.

Analysis

12. What is TWBIX Finny Score? TWBIX buy or sell?

TWBIX Finny Score is 14. Our quantitative analysis shows 1 reason to buy TWBIX and 6 reasons to sell it, resulting in the Finny Score of 14.

13. What are the pros of investing in TWBIX? What are TWBIX buy reasons?

The following are TWBIX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in TWBIX? What are TWBIX negatives?

The following are TWBIX weaknesses from our perspective:

  • TWBIX net assets are $853.30 million. This fund is not a popular choice with retail investors.
  • TWBIX 3-year return is 6.72%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 9.1%.
  • TWBIX 5-year return is 5.58%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 9.05%.
  • TWBIX 10-year return is 8.02%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.06%.
  • TWBIX 15-year return is 6.39%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.54%.
  • TWBIX expense ratio is 0.91%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TWBIX review, we covered TWBIX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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