American Century Balanced Instl (ABINX) Fund Ranking and Research

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

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Fund Manager - Robert Gahagan

Fund Manager Information

Fund Manager Tenure: 14.2 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?)

 

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 14.2 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

See American Century Balanced Instl Fund (ABINX) performance details as of May 30, 2016

 

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

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

 

Compare with Allocation--50% to 70% Equity category ETFs

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

ETF	Year to Date	One Year	Three Year
iShares Core Growth Allocation (AOR)	2.87%	-1.59%	5.38%

 

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

More historic net asset information on American Century Balanced Instl Fund (ABINX)

  

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%

Click here to see more historic asset allocation information on American Century Balanced Instl Fund (ABINX)

 

Top 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

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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