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

Updated: September 28, 2020
83
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
  • High expense ratio

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

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

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

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

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

The Fund seeks capital growth by investing primarily in an internationally-diversified portfolio of common stocks, primarily from developed markets, that are considered by Management to have prospects for appreciation.

2. What are TWIEX top holdings?

TWIEX has 89 stock holdings and 0 bond holdings.

The top 10 holdings represent 25.22% of total assets. Here are the top holdings:

Name Symbol % Assets
Nestle SA NESN 4.19%
AIA Group Ltd 01299.HK 3.11%
CSL Ltd CSL.AX 2.97%
AstraZeneca PLC AZN.L 2.53%
Lonza Group Ltd LONN 2.29%
Cellnex Telecom SA CLNX.BC 2.20%
London Stock Exchange Group PLC LSE.L 2.12%
Iberdrola SA IBE.BC 1.94%
Novartis AG NOVN 1.94%
ASML Holding NV ADR ASML 1.93%

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

TWIEX has generated the following returns:

  • 1-month return is 0.14%;
  • 3-month return is 11.02%;
  • 1-year return is 19.10%;
  • 3-year return is 7.13%;
  • 5-year return is 8.03%;
  • 10-year return is 7.18%;
  • 15-year return is 6.00%.

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

In the last 10 years, TWIEX had 6 up years and 4 down years.

TWIEX up and down years

5. What is TWIEX dividend yield?

TWIEX yield is 0.08%.

6. What is TWIEX minimum initial investment amount?

TWIEX minimum initial investment amount is $3.00K.

7. What is TWIEX expense ratio?

TWIEX expense ratio is 1.17%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

TWIEX expenses

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

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

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

  • 1-year ax cost ratio is 0.11%;
  • 3-year ax cost ratio is 1.45%.
TWIEX tax costs

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

  • 3-year beta is 0.98;
  • 5-year beta is 0.95;
  • 10-year beta is 0.96;
  • 15-year beta is 0.96.
TWIEX Beta

11. What is TWIEX Sharpe ratio?

  • 3-year Sharpe ratio is 0.36;
  • 5-year Sharpe ratio is 0.30;
  • 10-year Sharpe ratio is 0.53;
  • 15-year Sharpe ratio is 0.37.
TWIEX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

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

The following are TWIEX strengths from our perspective:

  • <strong>TWIEX 3-year return</strong> is 7.13%, which is higher than the 3-year return of the benchmark index (MSCI EAFE NR USD), 0.71%.
  • <strong>TWIEX 5-year return</strong> is 8.03%, which is higher than the 5-year return of the benchmark index (MSCI EAFE NR USD), 4.59%.
  • <strong>TWIEX 10-year return</strong> is 7.18%, which is higher than the 10-year return of the benchmark index (MSCI EAFE NR USD), 4.76%.
  • <strong>TWIEX 15-year return</strong> is 6%, which is higher than the 15-year return of the benchmark index (MSCI EAFE NR USD), 3.8%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are TWIEX weaknesses from our perspective:

  • <strong>TWIEX expense ratio</strong> is 1.17%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TWIEX review, we covered TWIEX 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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