Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ABINX Insights | ABINX Score | ABINX Performance | ABINX News | ABINX Allocation | ABINX Holdings Change

American Century Balanced Instl (ABINX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Balanced Instl (ABINX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of American Century Balanced Instl Fund (ABINX) ManagerFund Manager - Robert Gahagan

Fund Manager Information

Fund Manager Tenure: 14.8 years
Fund Family: American Century Investments
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of American Century Balanced Instl Fund (ABINX) ProfileAmerican Century Balanced Instl Fund (ABINX) Profile

Fund Profile and Description

American Century Balanced Instl Fund seeks capital growth and current income. American Century Balanced Instl Fund normally invests approximately 60% of assets in equity securities and the remainder in bonds and other fixed-income securities. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of high-grade government, corporate, asset-backed and similar securities payable in U.S. currency. Up to 20% of the fixed-income assets may be invested in securities rated in the fourth category by a nationally recognized statistical rating organization, and up to 15% may be invested in securities rated in the fifth category.

 

American Century Balanced Instl (ABINX) Fund Strength What we like about American Century Balanced Instl (ABINX) Fund

Data for American Century Balanced Instl Fund (ABINX) as of May 30, 2016

  • American Century Balanced Instl Fund (ABINX) management has been with American Century Balanced Instl Fund for 14.8 years
  • American Century Balanced Instl Fund (ABINX) has good short-term performance (1-year return -1.38% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • American Century Balanced Instl Fund (ABINX) has good mid-term performance (3-year return 6.10% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • American Century Balanced Instl Fund (ABINX) has good Long-term performance (5-year return 7.61% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • American Century Balanced Instl Fund (ABINX) ratio of up-years vs down years is greater than 2
  • American Century Balanced Instl Fund (ABINX) has a Morningstar rating of 4 and above
  • Asset base in American Century Balanced Instl Fund (ABINX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Balanced Instl Fund (ABINX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.16, lower than category average of 7.71
  • American Century Balanced Instl Fund (ABINX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.70% vs 0.85%
  • American Century Balanced Instl Fund (ABINX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Balanced Instl Fund (ABINX) Weakness What we are cautious about American Century Balanced Instl (ABINX) Fund

Data for American Century Balanced Instl Fund (ABINX) as of May 30, 2016

  • American Century Balanced Instl Fund (ABINX) has an annual stock turnover rate of 94.00% that is higher than the Allocation--50% to 70% Equity average of 56.38%. This could mean American Century Balanced Instl is more nimble, but also signal potential high tax impact and high trading fees
See American Century Balanced Instl Fund (ABINX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Balanced Instl Fund (ABINX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Balanced Instl2.88-1.386.107.61
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare American Century Balanced Instl Fund (ABINX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of American Century Balanced Instl Fund (ABINX) Net Asset TrackingAmerican Century Balanced Instl (ABINX) Fund Net Asset

Track net asset change of American Century Balanced Instl fund (ABINX)

DateNet Asset
05/2016$811.16M
03/2016$810.59M
02/2016$780.40M
More historic net asset information on American Century Balanced Instl Fund (ABINX)

  

Graph of American Century Balanced Instl Fund (ABINX) Portfolio TrackingAmerican Century Balanced Instl (ABINX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Balanced Instl fund (ABINX)

DateCashStockBondOther
03/20161.91%58.2%39.12%0.72%
12/20152.02%57.59%40.35%0%
09/20152.22%56.26%41.46%0.02%
Click here to see more historic asset allocation information on American Century Balanced Instl Fund (ABINX)

 

graph of American Century Balanced Instl Fund (ABINX) Top 10 Position TrackingTop 10 Holdings in American Century Balanced Instl (ABINX) Fund

Discover what American Century Balanced Instl Fund (ABINX) manager is buying

Mar 30, 2016
Apple Inc. [1.99%]
Alphabet Inc. [1.96%]
Microsoft Corporation [1.84%]
Amazon.com, Inc. [1.19%]
Exxon Mobil Corporation Common [1.1%]
Cisco Systems, Inc. [1.06%]
US Treasury Note 1.625% [1.02%]
FNMA [1%]
International Business Machines [0.98%]
Merck & Company, Inc. Common St [0.96%]

Dec 30, 2015
Apple Inc. [2.33%]
Alphabet Inc. [1.9%]
Microsoft Corporation [1.74%]
US Treasury Note 1.375% [1.33%]
JP Morgan Chase & Co. Common St [1.2%]
Pfizer, Inc. Common Stock [1.16%]
Amazon.com, Inc. [1.02%]
US Treasury Note 1.625% [1%]
Citigroup, Inc. Common Stock [0.99%]
FNMA [0.98%]

Sep 29, 2015
Apple Inc. [2.15%]
Microsoft Corporation [1.45%]
US Treasury Note 1.375% [1.35%]
Pfizer, Inc. Common Stock [1.14%]
JP Morgan Chase & Co. Common St [1.12%]
US Treasury Note 1.625% [1.02%]
Intel Corporation [0.98%]
Procter & Gamble Company (The) [0.97%]
Citigroup, Inc. Common Stock [0.96%]
Alphabet Inc. [0.96%]
Click here for Stock Holding Change Map in American Century Balanced Instl Fund (ABINX)

  

Latest News on American Century Balanced Instl (ABINX) Fund

See what is happening with American Century Balanced Instl Fund (ABINX)

    No recent news

 

American Century Balanced Instl Fund (ABINX) Related ResourcesSee more information on American Century Balanced Instl (ABINX) Fund

Popular pages on American Century Balanced Instl (ABINX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update