About ABINX
The American Century Balanced Fund I Class is a moderate allocation mutual fund designed to achieve both long-term capital growth and current income by diversifying investments across equities and fixed income securities. This fund primarily allocates its assets between large capitalization stocks and a range of high- and medium-grade bonds, with a typical equity exposure of 50% to 70%, aiming to balance capital appreciation with risk mitigation. The equity holdings emphasize leading technology and communication companies, including significant positions in Microsoft, NVIDIA, Apple, Alphabet, Amazon, and Meta Platforms, while the fixed income portion is diversified across U.S. Treasuries and other government securities.
Categorized within the Moderate Allocation peer group, the fund seeks to provide a middle ground between growth and preservation of capital, typically exhibiting volatility levels that are lower than pure equity funds but higher than conservative allocation funds. Its institutional share class features a competitive expense ratio relative to peers, appealing to cost-conscious investors. The American Century Balanced Fund I Class is suitable for investors seeking a comprehensive, professionally managed portfolio that dynamically adjusts to market conditions while maintaining meaningful exposure to both equity and bond markets.
Fund Family American Century Investments
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ABINX
Share Class I Class
Index S&P 500 TR
ABINX had a total return of 6.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.91%.
