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American Century Strategic Allocation: Moderate Fund (TWSMX)

6.72 -0.04 (-0.59%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 6.76
  • YTD Return 11.72%
  • Expense Ratio 0.84%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 771.72M
  • Beta (5Y Monthly) 1.00
  • Yield 2.01%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.08
  • Inception Date Feb 15, 1996

The fund's asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 64% of its assets in stocks, 32% of its assets in bonds, and 4% of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10% of its assets in below investment-grade securities.

American Century Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

771.72M

Net Assets

1996-02-15

Inception Date

Performance Overview: TWSMX

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Trailing returns as of 10/21/2024. Category is Allocation--50% to 70% Equity.

YTD Return

TWSMX
11.72%
Category
9.69%
?

1-Year Return

TWSMX
21.63%
Category
27.06%
?

3-Year Return

TWSMX
3.81%
Category
11.00%
?

5-Year Return

TWSMX
8.18%
Category
10.26%
?

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Holdings: TWSMX

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Top 9 Holdings (36.94% of Total Assets)

SymbolCompany% Assets
AVUS
AVUS 5.70%
VALQ
VALQ 5.22%
QGRO
QGRO 5.22%
MUSI
MUSI 4.50%
QINT
QINT 3.66%
FDG
FDG 3.40%
FLV
FLV 3.28%
KORP
KORP 3.24%
AVEM
AVEM 2.71%

Sector Weightings

Recent News: TWSMX

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Research Reports: TWSMX

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