American Century Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 1.79 0.0 1.79
Stocks 59.66 0.0 59.66
Bonds 36.74 0.0 36.74
Other 0.0 1.1 -1.09
Foreign Bonds 2.17 0.0 2.17
Foreign Stocks 0.7 0.0 0.7
Convertible 0.0 0.0 0.0
Preferred 0.04 0.0 0.04

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL 17.82 2.19
US Treasury Note 1.375% --- --- 1.61
Johnson & Johnson JNJ 17.08 1.48
Google Inc Class A GOOGL 5.45 1.4
Microsoft Corp MSFT 13.42 1.29
Pfizer Inc PFE -0.1 1.28
AT&T Inc T 3.53 1.16
Verizon Communications Inc VZ 2.63 1.13
US Treasury Note 2.125% --- --- 1.13
Oracle Corporation ORCL 7.19 1.06

Bond Ratings (%)

Updated 03.31.2014

Sector TWBIX
AAA 64.27
AA 2.96
A 9.47
BBB 15.85
BB 5.26
B 1.63
Below B 0.56
Other 0.0

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