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American Century Ultra Investor Class: (MF: TWCUX)

(NASDAQ Mutual Funds) As of May 25, 2018 08:15 PM ET

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$47.45 USD

-0.03 (-0.06%)

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 Apr 30, 2018

Total Return %* Percentile Rank Objective
YTD 4.39 19
3 months -3.18 31
6 months 7.71 16
1 Year 22.09 10
3 Year 13.41 13
5 Year 16.09 13
10 Year 10.41 19

* 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
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 61.80
% Yield 0.14
% SEC Yield
Net Assets (Mil $) 4/30/2018 10,124.51
%Turnover 4/30/2018 16.00

Risk

3 Year 5 Year 10 Year
Beta 1.06 1.06 1.01
Alpha 2.16 2.21 1.37
R Squared 0.86 0.84 0.91
Std. Dev. 11.69 11.38 15.85
Sharpe 1.15 1.44 1.00

Sector / Country Weightings

As of 4/30/2018 % of Portfolio
Technology 39.31
Finance 11.96
Non-Durable 11.36
Health 10.71
Retail Trade 9.80
Industrial Cyclical 5.21
Consumer Durables 4.66
Other 2.94
Services 2.56
Energy 1.49

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2018)
% of Portfolio Value (Mil$)
APPLE INC 8.13 923.21
AMAZON.COM INC 5.80 658.70
FACEBOOK INC 4.47 507.59
VISA INC 3.94 447.97
MASTERCARD INC 3.62 411.51
UNITEDHEALTH GROUP INC 3.61 410.10
ALPHABET INC 3.61 409.48
INTUITIVE SURGICAL INC 3.06 347.75
ALPHABET INC 3.06 347.64

Stock Holding % of Net Assets

As Of 1/31/2018
Total Issues 66
Avg. P/E 36.11
Avg. P/Book 4.58
Avg. EPS Growth 14.4
Avg. Market Value (Mil $) 291,339

Allocation

% of Portfolio
Large Growth 82.50
Large Value 11.32
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 4.37
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00