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American Century Ultra Inv: (MF: TWCUX)

(MF) As of Dec 13, 2017 06:05 PM ET

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$46.16 USD

+0.06 (0.13%)

Zacks MF Rank 3-Hold     3    

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 Nov 30, 2017

Total Return %* Percentile Rank Objective
YTD 27.84 19
3 months 6.78 24
6 months 13.34 18
1 Year 30.43 18
3 Year 12.66 24
5 Year 16.78 24
10 Year 8.36 23

* 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

Zacks MF Rank Hold 3
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Portfolio Statistics

%Unrealized Gain YTD 57.80
% Yield 0.21
% SEC Yield NA
Net Assets (Mil $) 11/30/2017 9,593.54
%Turnover 11/30/2017 18.00

Risk

3 Year 5 Year 10 Year
Beta 1.04 1.04 1.01
Alpha 1.48 0.99 0.85
R Squared 0.86 0.83 0.91
Std. Dev. 11.21 10.79 16.19
Sharpe 1.15 1.59 1.00

Sector / Country Weightings

As of 11/30/2017 % of Portfolio
Technology 38.12
Non-Durable 13.56
Finance 12.69
Health 10.63
Retail Trade 9.10
Industrial Cyclical 5.41
Consumer Durables 4.58
Other 2.30
Services 1.94
Energy 1.67

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2017)
% of Portfolio Value (Mil$)
APPLE INC 8.77 841.06
AMAZON.COM INC 4.88 468.21
FACEBOOK INC 4.55 436.50
VISA INC 3.74 359.01
UNITEDHEALTH GROUP INC 3.66 351.40
ALPHABET INC 3.40 325.68
ALPHABET INC 3.12 298.83
MASTERCARD INC 2.98 285.90
INTUITIVE SURGICAL INC 2.89 277.11

Stock Holding % of Net Assets

As Of 7/31/2017
Total Issues 70
Avg. P/E 36.52
Avg. P/Book 4.41
Avg. EPS Growth 13.97
Avg. Market Value (Mil $) 240,252

Allocation

% of Portfolio
Large Growth 74.35
Large Value 6.84
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 10.92
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00