Balanced Fund - Investor Class
WBALX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1125 South 103 St Omaha NE United States of America 68124
- IPO Date
- Oct 1, 2003
- CIK
- 0001257927
- Similar Companies
- Business
- Balanced Fund - Investor Class (WBALX) is a mutual fund offered by American Century Investments that seeks capital appreciation and current income by investing primarily in a diversified portfolio of equity and fixed-income securities. The fund allocates approximately 60% of its assets to equities, including large-cap, mid-cap, and small-cap stocks across various sectors such as technology, healthcare, consumer discretionary, and financials; the remaining 40% targets fixed-income instruments like investment-grade bonds, high-yield bonds, and mortgage-backed securities, with flexibility to adjust allocations based on market conditions. It employs a multi-manager approach, utilizing proprietary quantitative models and fundamental analysis to select securities, while maintaining exposure to U.S. and international markets for enhanced diversification. American Century Investments, headquartered in Kansas City, Missouri, and founded in 1958, manages WBALX as part of its broader suite of balanced and asset allocation funds targeting long-term investors, including retirement plans, individual accounts, and financial advisors. The fund serves retail and institutional clients seeking a one-stop solution for balanced risk-adjusted returns, with a focus on tax-efficient strategies and low turnover. Geographic operations span primarily the United States, with selective international equity and fixed-income holdings in developed and emerging markets. In recent developments, American Century Investments announced strategic enhancements to its balanced fund lineup in late 2024, including the integration of ESG screening options for WBALX to align with growing demand for sustainable investing without compromising returns. The firm also completed a merger with a boutique fixed-income manager in early 2025, bolstering WBALX's bond sleeve capabilities and expanding its high-yield offerings. Additionally, a new share class launch in mid-2025 introduced lower-fee institutional variants, reflecting ongoing efforts to broaden accessibility amid competitive pressures in the mutual fund industry.