American Century Balanced Fund (TWBIX) Research

This fund aims to achieve two main goals: long-term appreciation of capital and a steady stream of income. To do so, it typically invests approximately 60% of its assets in stocks (equity securities), with the remaining portion allocated to bonds and other debt-based investments.

Market snapshot

Symbol
TWBIX
Price
$22.03
Day change
+0.73%
Market cap
$929.2M
52-week range
19.67-22.28
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Ariel Appreciation Fund (CAAPX)
  • Diamond Hill Small-Mid Cap Fund (DHMAX)
  • Victory Munder Mid-Cap Core Growth Fund (MGOAX)
  • PGIM Quant Solutions Stock Index Fund (PSIFX)
  • Hartford Schroders US MidCap Opportunities Fund (SMDIX)
  • USAA Growth and Tax Strategy Fund (USBLX)

Open American Century Balanced Fund (TWBIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.