American Century Balanced R5 (ABGNX) - Allocation--50% to 70% Equity fund with $913.42 Million in assets. The fund allocates 21.72% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corp at 3.77% of total assets. This is followed by Apple Inc (2.86%) and NVIDIA Corp (5.02%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp | 3.77% | - | - |
| Apple Inc | 2.86% | - | - |
| NVIDIA Corp | 5.02% | - | - |
| Alphabet Inc | 4.37% | - | - |
| Amazon.com Inc | 2.38% | - | - |
| Meta Platforms Inc | 1.05% | - | - |
| UnitedHealth Group Inc | 1.17% | - | - |
| United States Treasury Note/Bond 4.63 09/15/2026 | None | - | - |
| JPMorgan Chase Co | 1.10% | - | - |
| Visa Inc | None | - | - |
| United States Treasury Note/Bond 3.63 08/31/2029 | 2.05% | - | - |
| State Street Institutional US Government Money Market Fund | 1.83% | - | - |
| Mastercard Inc | 1.01% | - | - |
| Broadcom Inc | 2.26% | - | - |
| United States Treasury Note/Bond 4.00 12/15/2027 | 1.39% | - | - |
| Tesla Inc | 1.29% | - | - |
| United States Treasury Note/Bond 4.25 03/31/2029 | 1.45% | - | - |
| United States Treasury Note/Bond 4.38 11/30/2030 | 1.21% | - | - |
| NextEra Energy Inc | 1.12% | - | - |
| Analog Devices Inc | 0.97% | - | - |
| SLB Ltd | 0.94% | - | - |