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American Century Balanced Fund Investor Class (TWBIX)

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19.55 +0.02    +0.10%
30/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 799.74M
American Century Balanced Inv 19.55 +0.02 +0.10%

TWBIX Overview

 
On this page you'll find an in-depth profile of American Century Balanced Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of TWBIX among other information.
Category

Allocation--50% to 70% Equity

Total Assets

799.74M

Expenses

0.89%

Inception Date

32436

Contact Information

Address P.O. Box 419200,4500 Main Street
Kansas City,,MO 64141
United States
Phone +1 8004444015

Top Executives

Name Title Since Until
Joseph Reiland Vice President/Portfolio Manager 2021 Now
Biography Joe co-manages the U.S. Sustainable Large Cap Core, U.S. Systematic Large Cap Core and U.S. Systematic All Cap Core strategies and provides quantitative research and risk management for these strategies as well as U.S. Large Cap Growth. Joe has been a member of this team since the firm in 2000. Previously, he was an equity analyst in the equity research department at Commerce Bank. Joe has worked in the investment industry since 1995. He earned a bachelor's degree from the Olin School of Business at Washington University in St. Louis. Joe is a CFA charterholder and a member of the CFA Institute.
Justin M. Brown Portfolio Manager 2021 Now
Biography Justin co-manages the U.S. Large Cap Growth and U.S. Sustainable Large Cap Core strategies and provides fundamental research and equity analysis on the consumer discretionary, commercial services, and technology sectors for these strategies. Justin has been a member of this team since joining the firm in 2000. Previously, he was an equity analyst at USAA Investment Management Company with responsibilities for technology and retail sector coverage. Prior to USAA, Justin was an equity analyst at Hanifen Imhoff. He earned a bachelor's degree in finance from Texas Christian University. Justin is a CFA charterholder and a member of the CFA Institute.
Robert J Bove Portfolio Manager 2021 Now
Biography Rob co-manages the U.S. Sustainable Large Cap Core strategy and provides fundamental research and equity analysis on the health care and consumer staples sectors for this strategy as well as the U.S. Large Cap Growth strategy. He has been a member of the team since joining the firm in 2005. Previously, he was an analyst for U.S. Trust Company of New York with responsibilities that included health care sector coverage. Rob has worked in the investment industry since 1994. He earned a bachelor's degree in accounting from Villanova University and a master's degree in business administration with a concentration in finance from New York University.
Jason Greenblath PM, Director Corp. Credit Research 2021 Now
Biography Jason Greenblath is vice president, senior portfolio manager and director of Corporate Credit Research for American Century Investments®. Mr. Greenblath co-leads the Corporate Markets team and is a member of the Global Fixed Income Investment Committee, which sets investment outlook for the Global Fixed Income group. Before joining American Century Investments in 2019, Mr. Greenblath was senior portfolio manager and head of U.S. Investment Grade Credit at Aberdeen Standard Investments. Prior to that, he was head of U.S. Investment Grade Credit Research. He joined Aberdeen in 2008 as a senior corporate analyst. He previously was a high yield/distressed credit analyst at RBS Greenwich Capital and has worked in the investment industry since 2002. Mr. Greenblath earned a bachelor's degree in finance from Pennsylvania State University.
Charles Tan SVP, Co-CIO, Sr-PM 2018 Now
Biography Charles Tan is a senior vice president and co-chief investment officer — Global Fixed Income for American Century Investments®. As co-CIO of Global Fixed Income, Mr. Tan oversees portfolio management and research for the firm’s fixed income strategies, managed in offices in Santa Clara, Calif., New York City, and London, England. Mr. Tan co-chairs the firm's Global Macro Strategy team, which sets the investment strategy for the Global Fixed Income group, and the Risk Management team, which oversees and manages risk for all strategies managed by the Global Fixed Income group. Mr. Tan joined the firm in 2018 from Aberdeen Standard Investments (previously Aberdeen Asset Management), where he held a series of leadership roles, including head of North American fixed income. Before that, he was vice president and senior high yield analyst at Moody's Investors Service. Previously, he was a credit officer with First Commercial Bank of Philadelphia (HSBC Bank). He has worked in the investment industry since 1994. Mr. Tan earned a bachelor's degree in economics from the University of International Business & Economics in Beijing and an MSBA from Bucknell University.
Robert V. Gahagan Senior Portfolio Manager 2005 Now
Biography Mr. Gahagan, Senior Vice President and Senior Portfolio Manager, joined American Century Investments in 1983.  He became a portfolio manager in 1991. He has a bachelor’s degree in economics and an MBA from the University of Missouri – Kansas City.
Guan Wang Portfolio Manager 2020 2021
Biography Ms Wang, Portfolio Manager and Quantitative Analyst, joined American Century Investments in 2015 as an analyst and was promoted to portfolio manager in 2020. She has a bachelor’s degree in finance from Fudan University in China and a masters in finance from Massachusetts Institute of Technology. She is a CFA charterholder.
Steven Rossi Portfolio Manager 2016 2021
Biography Mr. Rossi, Portfolio Manager, joined American Century Investments in 2016. Prior to joining American Century Investments, he worked at RS Investments from 2012 to 2016, most recently as portfolio manager. He previously held the roles of analyst and quantitative analyst. He has a bachelor’s degree in Political Economies of Industrialized Societies from the University of California at Berkeley. He is a CFA charterholder and a received his Financial Risk Manager certification from the Global Association of Risk Professionals.
Brian Howell Vice President 2005 2021
Biography Mr. Howell, Vice President and Senior Portfolio Manager, joined American Century Investments in 1987. He became a portfolio manager in 1996. He has shared primary responsibility for the management of the funds since 2006, and has served on teams managing fixed-income investments since joining American Century. He has a bachelor’s degree in mathematics/statistics and an MBA from the University of California – Berkeley.
Claudia Musat Vice President 2010 2020
Biography Musat, Vice President,Portfolio Manager and Quantitative Analyst, has been a member of the team that manages the fund since its inception in September 2005. She joined American Century in May 2005 as a quantitative analyst and became a portfolio manager in February 2008. She has a bachelor’s degree in computer science from the University of Iasi, Romania, a master’s degree in mathematics from Florida State University and a master’s degree in financial engineering from the University of California at Berkeley.
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