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Fund |
| Fund name: American Century Balanced Adv
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| Symbol: TWBAX
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Portfolio contains these types of investments:
-Microsoft - -Cisco Sys - -Chase Manhattan - -FNMA 7.5% - -Wal-Mart Stores - -Hewlett-Packard - -Morgan Stanley/Dean Witter - -General Elec - -Applied Matls - -Home Depot -
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| Minimum Investment: $2,500
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| 1-Year Profit Projection: N/A
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Brief fund description:
American Century Balanced Fund - Advisor Class seeks capital growth and current income. The fund normally invests approximately 60% of assets in common stocks that management believes have above-average growth potential. A minimum of 25% of assets are held in fixed-income senior securities. The average-weighted maturity of the fixed-income portion ranges between three and 10 years. At least 80% of fixed-income investments are rated A or higher; the remaining 20% may be rated BBB. It may invest without limit in foreign securities. The Fund currently offers Advisor and Investor Shares. Past name: Twentieth Century Balanced Investors.
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Expenses
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| Annual expense ratio: 1.25
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: 2.36
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| Performance Year to Date: -1.2
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| Performance 12 Months: 8.03
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| Performance 3 Years: 12.0
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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