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

Updated: September 28, 2020
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • 10-year return below the benchmark
  • High expense ratio

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

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

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

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

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

The Fund seeks long-term capital growth. Under normal market conditions, the Fund's portfolio will primarily consist of securities of companies demonstrating business improvement. The portfolio managers look for stocks of companies they believe will increase in value over time.

2. What are TWCGX top holdings?

TWCGX has 67 stock holdings and 0 bond holdings.

The top 10 holdings represent 53.28% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 11.97%
Alphabet Inc A GOOGL 8.23%
Amazon.com Inc AMZN 8.12%
Apple Inc AAPL 6.65%
Visa Inc Class A V 5.56%
PayPal Holdings Inc PYPL 2.85%
SBA Communications Corp SBAC 2.71%
Facebook Inc A FB 2.52%
Union Pacific Corp UNP 2.35%
UnitedHealth Group Inc UNH 2.32%

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

TWCGX has generated the following returns:

  • 1-month return is -4.31%;
  • 3-month return is 7.72%;
  • 1-year return is 28.39%;
  • 3-year return is 19.47%;
  • 5-year return is 17.17%;
  • 10-year return is 15.16%;
  • 15-year return is 11.12%.

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

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

TWCGX up and down years

5. What is TWCGX dividend yield?

TWCGX yield is 0.26%.

6. What is TWCGX minimum initial investment amount?

TWCGX minimum initial investment amount is $3.00K.

7. What is TWCGX expense ratio?

TWCGX expense ratio is 0.97%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

TWCGX expenses

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

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

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

  • 1-year ax cost ratio is 1.89%;
  • 3-year ax cost ratio is 2.5%.
TWCGX tax costs

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

  • 3-year beta is 1.01;
  • 5-year beta is 1.01;
  • 10-year beta is 1.02;
  • 15-year beta is 0.99.
TWCGX Beta

11. What is TWCGX Sharpe ratio?

  • 3-year Sharpe ratio is 0.96;
  • 5-year Sharpe ratio is 0.91;
  • 10-year Sharpe ratio is 1.05;
  • 15-year Sharpe ratio is 0.71.
TWCGX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

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

The following are TWCGX strengths from our perspective:

  • <strong>TWCGX 3-year return</strong> is 19.47%, which is in line with the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 20.53%.
  • <strong>TWCGX 5-year return</strong> is 17.17%, which is in line with the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 18.39%.
  • <strong>TWCGX 15-year return</strong> is 11.12%, which is in line with the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 11.85%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are TWCGX weaknesses from our perspective:

  • <strong>TWCGX 10-year return</strong> is 15.16%, which is lower than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 16.95%.
  • <strong>TWCGX expense ratio</strong> is 0.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TWCGX review, we covered TWCGX 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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