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American Century Ultra Investor: (MF: TWCUX)

(MF) As of May 5, 2015 06:06 PM ET

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$36.44 USD

-0.43 (-1.17%)

Zacks MF Rank : 4 - Sell [?]       4  

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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General Information as of Mar 31, 2015

% Yield 0.29
% SEC Yield NA
% YTD Return (as of Mar 31, 2015) 3.88
Category Large Growth
Peer AG LG

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

Zacks MF Rank [?] Rank Change Trend Sell 4
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 52.14
Net Assets (Mil $) 3/31/2015 7,981.78
%Turnover 3/31/2015 16.00

Allocation

% of Portfolio
Large Growth 80.34
Large Value 12.69
Small Growth 0.00
Small Value 0.00
Foreign Stock 3.41
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2015 % of Portfolio
Technology 33.06
Non-Durable 12.50
Retail Trade 12.11
Finance 9.50
Health 9.20
Industrial Cyclical 8.65
Services 5.20
Consumer Durables 4.97
Other 2.69
Energy 2.12

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2015)
% of Portfolio Value (Mil$)
APPLE INC 9.11 742.36
GILEAD SCIENCES INC 3.54 288.39
CELGENE CORP 3.12 254.05
STARBUCK'S CORP 2.71 220.75
UNITEDHEALTH GROUP INC 2.54 206.76
AMAZON.COM INC 2.52 205.63
MASTERCARD INC 2.37 193.16
NIKE INC 2.17 176.66
COSTCO WHOLESALE CORP 2.15 175.02

Stock Holding % of Net Assets

As Of 1/31/2015
Total Issues 80
Avg. P/E 37.62
Avg. P/Book 4.41
Avg. EPS Growth 14.71
Avg. Market Value (Mil $) 141,648

Risk

3 Year 5 Year 10 Year
Beta 1.05 1.08 1.01
Alpha -1.03 -0.45 -0.19
R Squared 0.82 0.90 0.88
Std. Dev. 11.11 14.74 16.00
Sharpe 1.46 1.09 2.00