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American Century Balanced Instl (ABINX) Fund Ranking and Research
Ranking, Research and Recommendation of American Century Balanced Instl (ABINX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Robert Gahagan
Fund Manager Information
Fund Manager Tenure: 14.8 yearsFund 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?)
American 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.
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
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
What do you think?
Compare with other top Allocation--50% to 70% Equity category mutual funds
Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
American Century Balanced Instl | 2.88 | -1.38 | 6.10 | 7.61 | |
American Funds American Balanced R6 (RLBGX) | 3.61 | 3.32 | 8.28 | 9.60 | Compare |
Thrivent Balanced Income Plus I (IBBFX) | 3.29 | -0.55 | 6.37 | 6.46 | Compare |
Pioneer Classic Balanced Y (AYBLX) | 1.60 | -2.02 | 6.89 | 7.06 | Compare |
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ETF | Year to Date | One Year | Three Year | iShares Core Growth Allocation (AOR) | 2.87% | -1.59% | 5.38% |
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American Century Balanced Instl (ABINX) Fund Net Asset
Track net asset change of American Century Balanced Instl fund (ABINX)
Date | Net Asset |
05/2016 | $811.16M |
03/2016 | $810.59M |
02/2016 | $780.40M |
American Century Balanced Instl (ABINX) Fund Portfolio Allocation
Track portfolio allocation change of American Century Balanced Instl fund (ABINX)
Date | Cash | Stock | Bond | Other |
03/2016 | 1.91% | 58.2% | 39.12% | 0.72% |
12/2015 | 2.02% | 57.59% | 40.35% | 0% |
09/2015 | 2.22% | 56.26% | 41.46% | 0.02% |
Top 10 Holdings in American Century Balanced Instl (ABINX) Fund
Discover what American Century Balanced Instl Fund (ABINX) manager is buying
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%] | 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%] | 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%] |
Latest News on American Century Balanced Instl (ABINX) Fund
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Popular pages on American Century Balanced Instl (ABINX) Fund
- American Century Balanced Instl (ABINX) Fund Research and Recommendation
- American Century Balanced Instl (ABINX) Fund Performance Data
- American Century Balanced Instl (ABINX) Fund Manager Information
- Historic American Century Balanced Instl (ABINX) Fund Asset Allocation Report
- Historic American Century Balanced Instl (ABINX) Fund Top 10 Holding Tracking
- Historic American Century Balanced Instl (ABINX) Fund Asset Under Management Tracking