TWSMX Mutual Fund

TWSMX Mutual Fund (American Century Strategic Allocation Moderate Fund Investor Class) is managed by American Century Investments with $253.1M in net assets. TWSMX expense ratio is 0.83%, holding 1149 positions across sectors including Financials, Information Technology, Real Estate. Inception date: 1996-02-15.

TWSMX performance shows a YTD return of 5.11%. The 1-year return is 11.60% and the 5-year return is 5.46%. TWSMX dividend yield stands at 6.41%, paid quarterly.

TWSMX top holdings include American Century Stoxx US Quality Value ETF (6.5%), American Century Stoxx US Quality Growth ETF (6.3%), Avantis US Equity ETF (6.0%), American Century Multisector Income ETF (4.6%), Avantis Emerging Markets Equity ETF (4.0%). Go to all TWSMX holdings, TWSMX sectors, or TWSMX dividends.

TWSMX can be compared against other funds. Use TWSMX overlap to find shared positions, or TWSMX vs another fund for a side-by-side view. TWSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.