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American Century Ultra Investor: (MF: TWCUX)

(MF) As of Feb 5, 2016 06:05 PM ET

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$31.16 USD

-1.12 (-3.47%)

Is TWCUX a
Buy, Hold or Sell?

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This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Dec 31, 2015

Total Return %* Percentile Rank Objective
YTD 6.14 16
3 months 6.23 41
6 months 0.37 27
1 Year 6.15 16
3 Year 16.89 26
5 Year 13.04 25
10 Year 7.17 46

* Annual for three years and beyond.

Zacks Premium Research for TWCUX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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Portfolio Statistics

%Unrealized Gain YTD 53.92
% Yield 0.21
% SEC Yield NA
Net Assets (Mil $) 12/31/2015 8,006.08
%Turnover 12/31/2015 12.00

Risk

3 Year 5 Year 10 Year
Beta 1.03 1.08 1.01
Alpha 1.24 -0.41 -0.03
R Squared 0.86 0.89 0.89
Std. Dev. 11.80 13.40 16.25
Sharpe 1.49 1.04 2.00

Sector / Country Weightings

As of 12/31/2015 % of Portfolio
Technology 33.19
Retail Trade 13.87
Non-Durable 12.31
Finance 11.21
Health 9.17
Consumer Durables 6.14
Industrial Cyclical 5.24
Services 3.86
Other 3.53
Energy 1.48

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2015)
% of Portfolio Value (Mil$)
APPLE INC 8.80 757.19
ALPHABET INC 5.38 462.31
AMAZON.COM INC 4.22 363.02
STARBUCK'S CORP 3.65 313.85
GILEAD SCIENCES INC 3.14 269.89
FACEBOOK INC 3.11 267.37
CELGENE CORP 3.06 263.34
VISA INC 2.90 249.42
COSTCO WHOLESALE CORP 2.90 249.36

Stock Holding % of Net Assets

As Of 10/31/2015
Total Issues 73
Avg. P/E 36.52
Avg. P/Book 4.31
Avg. EPS Growth 15.26
Avg. Market Value (Mil $) 170,853

Allocation

% of Portfolio
Large Growth 79.15
Large Value 7.06
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 12.08