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American Century Ultra Investor: (MF: TWCUX)

(MF) As of Apr 17, 2014 06:06 PM ET

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$33.49 USD

+0.04 (0.12%)

Zacks MF Rank : 5 - Strong Sell [?]         5

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, 2014

% Yield 0.27
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) -0.43
Objective* Equity - Aggressive Growth
Peer* AG LG

*Key

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 Strong Sell 5
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 48.12
Net Assets (Mil $) 3/31/2014 7,338.22
%Turnover 3/31/2014 26.00

Allocation

% of Portfolio
Large Growth 74.29
Large Value 16.71
Small Growth 0.00
Small Value 0.00
Foreign Stock 5.22
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 3/31/2014 % of Portfolio
Technology 31.98
Non-Durable 12.68
Retail Trade 11.89
Finance 9.79
Industrial Cyclical 9.12
Health 5.62
Services 5.49
Consumer Durables 5.19
Other 4.90
Energy 3.34

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2014)
% of Portfolio Value (Mil$)
APPLE INC 5.82 449.56
GOOGLE INC 5.72 441.96
GILEAD SCIENCES INC 3.80 293.24
AMAZON.COM INC 2.44 188.31
QUALCOMM INC 2.35 181.84
STARBUCK'S CORP 2.32 179.36
MONSANTO CO 2.31 178.68
MASTERCARD INC 2.31 178.21
UNITED TECHNOLOGIES CORP 2.17 167.61

Stock Holding % of Net Assets

As Of 1/31/2014
Total Issues 83
Avg. P/E 34.87
Avg. P/Book 4.56
Avg. EPS Growth 14.01
Avg. Market Value (Mil $) 120,673

Risk

3 Year 5 Year 10 Year
Beta 1.10 1.05 1.01
Alpha -1.68 -1.03 -0.84
R Squared 0.89 0.91 0.88
Std. Dev. 14.65 15.47 15.99
Sharpe 1.04 1.44 3.00