American Century Strategic Allocation Moderate Investor Cl
TWSMX
NASDAQ- -
USD
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Capital Structure
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- American Century Strategic Asset Alloc MD United States of America
- IPO Date
- Feb 15, 1996
- CIK
- 0000924211
- Website
- americancentury.com
- Similar Companies
- Business
- American Century Strategic Allocation: Moderate Fund Investor Class (TWSMX) is a diversified mutual fund managed by American Century Investments that seeks the highest total return consistent with its target asset mix, primarily through allocations to equity securities, bonds, and money market instruments. The fund typically invests approximately 64% of assets in stocks, including U.S. and foreign equities meeting fundamental and technical standards; 32% in a variety of debt securities payable in U.S. and foreign currencies, which may include up to 10% in below-investment-grade securities; and 4% in cash equivalents. It belongs to the global moderate allocation category, balancing capital preservation and appreciation with expected volatility akin to 50%-70% equity exposure and no more than 75% in U.S. securities. American Century Investments, the fund's investment manager, founded in 1958 as Twentieth Century Mutual Funds and renamed in 1997, is headquartered at 4500 Main Street in Kansas City, Missouri, with additional offices in New York, London, Hong Kong, and Sydney. The firm operates independently with a controlling majority stake held by the Stowers Institute for Medical Research and a non-controlling economic interest owned by Nomura Holdings since 2016. TWSMX, with inception on February 15, 1996, and net assets of approximately $768 million as of late 2025, targets individual and institutional investors seeking moderate-risk, multi-asset portfolios; Investor Class shares carry a net expense ratio of 0.84% after waivers, with a minimum initial investment of $2,500 for non-retirement accounts (waivable under certain automatic investment plans). Recent operational changes include a restated management fee schedule effective June 24, 2025, alongside ongoing fee waivers: a permanent waiver for expenses tied to underlying American Century funds and an additional 0.29% waiver through November 30, 2026, both subject to Board approval. At the firm level, American Century Investments expanded its exchange-traded fund offerings in October 2025 with the launches of the actively managed American Century Small Cap Growth Insights ETF (ACSG) and Small Cap Value Insights ETF (ACSV), listed on the CBOE BZX Exchange to enhance strategic allocation options. The firm maintains a portfolio turnover of 75% for TWSMX and continues to emphasize client-focused innovation under a team of managers including Scott Wilson, Richard Weiss, Radu Gabudean, Vidya Rajappa, and Brian Garbe.