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

Updated: Last Saturday
14
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio

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 175 stock holdings and 606 bond holdings.

The top 10 holdings represent 20.00% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 3.73%
Microsoft Corp MSFT 2.86%
Amazon.com Inc AMZN 2.62%
Facebook Inc A FB 1.94%
United States Treasury Notes 0.5% N/A 1.86%
Alphabet Inc A GOOGL 1.70%
Future on S&P 500 Dec20 N/A 1.53%
Us 10yr Ultra Fut Dec20 Xcbt 20201221 N/A 1.27%
United States Treasury Notes 1.12% N/A 1.26%
Federal National Mortgage Association 2% N/A 1.23%

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

TWBIX has generated the following returns:

  • 1-month return is 0.19%;
  • 3-month return is 1.89%;
  • 1-year return is 11.77%;
  • 3-year return is 8.43%;
  • 5-year return is 8.43%;
  • 10-year return is 8.60%;
  • 15-year return is 6.93%.

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.

TWBIX up and down years

5. What is TWBIX dividend yield?

TWBIX yield is 1.25%.

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.

TWBIX 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 1.36%;
  • 3-year ax cost ratio is 1.8%.
TWBIX tax costs

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

  • 3-year beta is 0.99;
  • 5-year beta is 0.98;
  • 10-year beta is 0.95.
TWBIX Beta

11. What is TWBIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.65;
  • 5-year Sharpe ratio is 0.86;
  • 10-year Sharpe ratio is 1.01.
TWBIX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy 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:

  • <strong>TWBIX net assets</strong> are $841.00 million. This fund is not a popular choice with retail investors.
  • <strong>TWBIX 3-year return</strong> is 8.43%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.35%.
  • <strong>TWBIX 5-year return</strong> is 8.43%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 13.56%.
  • <strong>TWBIX 10-year return</strong> is 8.6%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.66%.
  • <strong>TWBIX 15-year return</strong> is 6.93%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 9.63%.
  • <strong>TWBIX expense ratio</strong> 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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