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

Updated: September 28, 2020
71
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

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

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

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

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

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

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

Fact Sheet

1. Describe American Century World Mutual Funds, Inc: Global Growth Fund; Investor Class Shares (TWGGX).

The Fund seeks capital growth. The Fund invests primarily in companies located in developed countries world-wide (including the United States). The portfolio managers look for stocks of companies they believe will increase in value over time, using an investment strategy developed by American Century.

2. What are TWGGX top holdings?

TWGGX has 111 stock holdings and 0 bond holdings.

The top 10 holdings represent 36.59% of total assets. Here are the top holdings:

Name Symbol % Assets
Amazon.com Inc AMZN 5.89%
Visa Inc Class A V 3.89%
Alibaba Group Holding Ltd ADR BABA 3.82%
Teleflex Inc TFX 3.52%
London Stock Exchange Group PLC LSE.L 3.39%
MSCI Inc MSCI 3.31%
Mastercard Inc A MA 3.22%
Equinix Inc EQIX 3.21%
Fidelity National Information Services Inc FIS 3.21%
Shiseido Co Ltd 4911 3.13%

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

TWGGX has generated the following returns:

  • 1-month return is -1.88%;
  • 3-month return is 7.57%;
  • 1-year return is 18.39%;
  • 3-year return is 13.53%;
  • 5-year return is 12.40%;
  • 10-year return is 11.47%;
  • 15-year return is 8.74%.

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

In the last 10 years, TWGGX had 7 up years and 3 down years.

TWGGX up and down years

5. What is TWGGX dividend yield?

TWGGX yield is 0.02%.

6. What is TWGGX minimum initial investment amount?

TWGGX minimum initial investment amount is $3.00K.

7. What is TWGGX expense ratio?

TWGGX expense ratio is 1.07%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

TWGGX expenses

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

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

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

  • 1-year ax cost ratio is 3.67%;
  • 3-year ax cost ratio is 2.96%.
TWGGX tax costs

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

  • 3-year beta is 0.99;
  • 5-year beta is 0.96;
  • 10-year beta is 0.89;
  • 15-year beta is 0.86.
TWGGX Beta

11. What is TWGGX Sharpe ratio?

  • 3-year Sharpe ratio is 0.71;
  • 5-year Sharpe ratio is 0.63;
  • 10-year Sharpe ratio is 0.80;
  • 15-year Sharpe ratio is 0.54.
TWGGX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

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

The following are TWGGX strengths from our perspective:

  • <strong>TWGGX 3-year return</strong> is 13.53%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.71%.
  • <strong>TWGGX 5-year return</strong> is 12.4%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 9.37%.
  • <strong>TWGGX 10-year return</strong> is 11.47%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.53%.
  • <strong>TWGGX 15-year return</strong> is 8.74%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 6.46%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are TWGGX weaknesses from our perspective:

  • <strong>TWGGX net assets</strong> are $465.60 million. This fund is not a popular choice with retail investors.
  • <strong>TWGGX expense ratio</strong> is 1.07%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TWGGX review, we covered TWGGX 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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