4 / 5 Stars
5 5 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.62 percent over the past year, 10.81 percent over the past three years, 15.50 percent over the past five years, and 6.61 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term capital growth and current income. The fund normally invests approximately 60% of assets in equity securities and the remainder in bonds and other fixed-income securities. For the equity portion of the fund, the portfolio managers use quantitative management techniques to select the stocks from large (those with a market cap greater than $2 billion), publicly-traded U.S. companies. 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.
Fees are Above Average compared to funds in the same category.
American Century Balanced Fund has an expense ratio of 0.70 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.