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

Updated: Today
33
Bull Case
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio

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

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

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

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

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

The Fund seeks long-term capital growth by investing primarily in companies whose earnings and revenues are growing at an accelerated pace. It is the view of Fund Management, that those firms successful enough to pay dividends are those who have the potential of increasing in value over the long-term.

2. What are TWCIX top holdings?

TWCIX has 53 stock holdings and 0 bond holdings.

The top 10 holdings represent 54.71% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 11.32%
Amazon.com Inc AMZN 7.99%
Microsoft Corp MSFT 6.55%
Mastercard Inc A MA 5.43%
Alphabet Inc Class C GOOG 4.97%
PayPal Holdings Inc PYPL 4.40%
Facebook Inc A FB 4.01%
UnitedHealth Group Inc UNH 4.00%
Alphabet Inc A GOOGL 3.50%
Salesforce.com Inc CRM 2.54%

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

TWCIX has generated the following returns:

  • 1-month return is 1.21%;
  • 3-month return is 3.05%;
  • 1-year return is 31.82%;
  • 3-year return is 18.85%;
  • 5-year return is 16.95%;
  • 10-year return is 15.62%;
  • 15-year return is 10.46%.

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

In the last 10 years, TWCIX had 9 up years and 1 down year.

TWCIX up and down years

5. What is TWCIX dividend yield?

TWCIX yield is 0%.

6. What is TWCIX minimum initial investment amount?

TWCIX minimum initial investment amount is $3.00K.

7. What is TWCIX expense ratio?

TWCIX 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.

TWCIX expenses

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

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

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

  • 1-year ax cost ratio is 1.24%;
  • 3-year ax cost ratio is 1.55%.
TWCIX tax costs

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

  • 3-year beta is 1.02;
  • 5-year beta is 1.03;
  • 10-year beta is 1.04.
TWCIX Beta

11. What is TWCIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.95;
  • 5-year Sharpe ratio is 1.07;
  • 10-year Sharpe ratio is 1.06.
TWCIX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 33. Our quantitative analysis shows 2 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 33.

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

The following are TWCIX strengths from our perspective:

  • TWCIX 10-year return is 15.62%, which is in line with the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 17.05%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are TWCIX weaknesses from our perspective:

  • TWCIX 3-year return is 18.85%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 20.98%.
  • TWCIX 5-year return is 16.95%, which is lower than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 18.89%.
  • TWCIX 15-year return is 10.46%, which is lower than the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 11.92%.
  • TWCIX expense ratio is 0.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TWCIX review, we covered TWCIX 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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