Balanced Fund Financials
| TWBIX Fund | USD 18.89 0.05 0.27% |
Balanced |
Please note that past performance is not an indicator of the future performance of Balanced Fund, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Balanced Fund Fund Summary
Balanced Fund competes with Morningstar Unconstrained, Thrivent High, Via Renewables, T Rowe, and Jpmorgan Equity. For the equity portion of the fund, the fund will generally invest in large capitalization companies the adviser believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. For the fixed-income portion of the fund, the portfolio managers invest in a diversified portfolio of high- and medium-grade non-money market debt securities.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0250837426 |
| Business Address | American Century Mutual |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
You should never invest in Balanced Fund Investor without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Balanced Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Balanced Fund's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Balanced Fund Key Financial Ratios
Generally speaking, Balanced Fund's financial ratios allow both analysts and investors to convert raw data from Balanced Fund's financial statements into concise, actionable information that can be used to evaluate the performance of Balanced Fund over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Balanced Fund Investor reports annually and quarterly.Balanced Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Fund's current stock value. Our valuation model uses many indicators to compare Balanced Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balanced Fund competition to find correlations between indicators driving Balanced Fund's intrinsic value. More Info.Balanced Fund Investor is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Balanced Fund Investor is roughly 6.57 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Balanced Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Balanced Fund's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Balanced Fund Investor Systematic Risk
Balanced Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Balanced Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Balanced Fund Investor correlated with the market. If Beta is less than 0 Balanced Fund generally moves in the opposite direction as compared to the market. If Balanced Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Balanced Fund Investor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Balanced Fund is generally in the same direction as the market. If Beta > 1 Balanced Fund moves generally in the same direction as, but more than the movement of the benchmark.
Balanced Fund Thematic Clasifications
Balanced Fund Investor is part of several thematic ideas from Commodities Funds to Hybrid Mix Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasBalanced Fund Investor is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 20.51 Billion. Balanced Fund holds roughly 875.31 Million in net asset claiming about 4% of funds in Allocation--50% to 70% Equity category.Balanced Fund June 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Balanced Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Balanced Fund Investor. We use our internally-developed statistical techniques to arrive at the intrinsic value of Balanced Fund Investor based on widely used predictive technical indicators. In general, we focus on analyzing Balanced Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Balanced Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5013 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 2.02 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 0.7688 |
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Fund security.
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