American Century Balanced
Historical Performance
Objective And Strategy
ObjectiveLong-term capital growth & current income.
Strategy
Two consistent equity & fixed income investment processes combined in 1 portfolio (60% equities/40% bonds). For the equity portion, managers use quantitative techniques to rank the 1,500 largest US stocks measured by the value & growth potential of each stock. Next, they optimize the portfolio to achieve an optimal balance between risk & expected return. The goal is to create an equity portfolio that provides better returns than the S&P 500 Index without taking on significant additional risk. The bond portion is invested in a diversified portfolio of high-grade government, corporate and asset-backed securities payable in U.S. currency. (At time of purchase, at least 80% of the bond assets are rated in the 3 highest categories, up to 20% are rated in the fourth category, and up to 15% are rated in the fifth category.) Normally, weighted average maturity for the bond portfolio is in the 3-10 yr. range.
Principle Risks
N/A
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Moderate Allocation05/1991
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Documents
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Fund Family Summary Prospectus
Updated 05-01-2021
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Fund Semi-Annual Report
Updated 06-30-2021
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Fund Annual Report
Updated 12-31-2020
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Fund Prospectus
Updated 05-01-2021
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Fund SAI
Updated 05-01-2021
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Fund Family Summary Prospectus