Returns Chart

Key Stats

Customize
Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.65% 398.77M 1.23% 87.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-52.69M 10.59% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 45% of its assets in equities, 49% of its assets in bonds, and 6% of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10% of its assets in below investment-grade securities.
General
Security Type Mutual Fund
Oldest Share Symbol TWSCX
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Allocation--30% to 50% Equity
Category Index Morningstar Mod Con Tgt Risk TR USD
Prospectus Objective Asset Allocation
Fund Owner Firm Name American Century Investments
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Richard Weiss 10.35 yrs
Scott Wilson 9.51 yrs
Radu Gabudean 7.51 yrs
Vidya Rajappa 2.67 yrs
Brian Garbe 0.50 yrs

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 64
-52.69M
-6.690B Category Low
482.83M Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of September 30, 2020

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 23, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Edit comparables
Name
2013
2014
2015
2016
2017
2018
2019
YTD
9.85%
6.27%
-1.37%
5.03%
10.97%
-4.50%
16.34%
7.11%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
8.88%
14.78%
6.23%
-2.25%
5.82%
14.55%
-6.84%
20.06%
7.00%
19.24%
6.54%
-1.95%
6.11%
18.49%
-8.37%
23.84%
7.44%
18.14%
6.16%
0.36%
3.72%
11.14%
-4.22%
16.07%
7.77%
7.28%
3.81%
-3.33%
3.89%
8.59%
-2.46%
12.62%
6.15%
As of October 23, 2020.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-23-20) 1.23%
30-Day SEC Yield (9-30-20) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 22.11
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
Bond
Current Yield 2.69%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of September 30, 2020

Fund Details

Key Dates
Inception Date 4/10/2017
Last Annual Report Date 7/31/2020
Last Prospectus Date 12/1/2019
Share Classes
AACCX C
AACDX Retirement
AACRX Retirement
ACCAX A
ACCIX Inst
TWSCX Inv
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Asset Allocation

As of September 30, 2020.
Type % Net % Long % Short
Cash 3.95% Upgrade Upgrade
Stock 45.09% Upgrade Upgrade
Bond 50.52% Upgrade Upgrade
Convertible 0.38% Upgrade Upgrade
Preferred 0.05% Upgrade Upgrade
Other 0.01% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
American Century US Quality Growth ETF 6.01% 56.52 0.57%
American Century Dvrs Corp Bd ETF 5.11% 52.71 0.05%
American Century STOXX US Qlty Val ETF 4.91% 38.94 0.34%
Avantis™ U.S. Equity ETF 4.87% 56.70 0.39%
American Century Foc Dynmc Gr ETF 3.08% 67.00 1.32%
United States Treasury Notes 0.12%
2.52% -- --
Avantis™ International Equity ETF 2.41% 50.51 0.49%
United States Treasury Notes 0.25%
2.29% -- --
American Century Quality Dvrs Intl ETF 2.19% 43.41 0.05%
United States Treasury Notes 0.62%
1.68% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 45% of its assets in equities, 49% of its assets in bonds, and 6% of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10% of its assets in below investment-grade securities.
General
Security Type Mutual Fund
Oldest Share Symbol TWSCX
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Allocation--30% to 50% Equity
Category Index Morningstar Mod Con Tgt Risk TR USD
Prospectus Objective Asset Allocation
Fund Owner Firm Name American Century Investments
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Richard Weiss 10.35 yrs
Scott Wilson 9.51 yrs
Radu Gabudean 7.51 yrs
Vidya Rajappa 2.67 yrs
Brian Garbe 0.50 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-23-20) 1.23%
30-Day SEC Yield (9-30-20) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 22.11
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
Bond
Current Yield 2.69%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of September 30, 2020

Fund Details

Key Dates
Inception Date 4/10/2017
Last Annual Report Date 7/31/2020
Last Prospectus Date 12/1/2019
Share Classes
AACCX C
AACDX Retirement
AACRX Retirement
ACCAX A
ACCIX Inst
TWSCX Inv
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No