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American Century Ultra Investor: (MF: TWCUX)

(MF) As of Dec 8, 2016 06:05 PM ET

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$36.78 USD

+0.05 (0.14%)

Zacks MF Rank [?]: 2-Buy   2      

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 Oct 31, 2016

Total Return %* Percentile Rank Objective
YTD 2.31 31
3 months -1.37 28
6 months 4.06 34
1 Year -0.07 45
3 Year 8.23 30
5 Year 12.80 36
10 Year 7.98 30

* 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 [?] Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 53.58
% Yield 0.21
% SEC Yield NA
Net Assets (Mil $) 10/31/2016 7,791.99
%Turnover 10/31/2016 18.00

Risk

3 Year 5 Year 10 Year
Beta 1.09 1.09 1.01
Alpha -1.13 -1.64 1.29
R Squared 0.90 0.87 0.90
Std. Dev. 12.27 12.02 16.39
Sharpe 0.72 1.12 1.00

Sector / Country Weightings

As of 10/31/2016 % of Portfolio
Technology 34.16
Retail Trade 13.41
Non-Durable 12.94
Finance 11.42
Health 10.05
Industrial Cyclical 6.25
Consumer Durables 6.14
Services 2.41
Other 1.79
Energy 1.43

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2016)
% of Portfolio Value (Mil$)
APPLE INC 7.88 660.31
ALPHABET INC 6.31 528.68
AMAZON.COM INC 4.67 391.55
FACEBOOK INC 4.12 345.30
VISA INC 3.54 297.06
UNITEDHEALTH GROUP INC 3.13 262.34
STARBUCK'S CORP 3.00 251.70
CELGENE CORP 2.84 238.29
MASTERCARD INC 2.71 226.85

Stock Holding % of Net Assets

As Of 7/31/2016
Total Issues 64
Avg. P/E 35.32
Avg. P/Book 4.43
Avg. EPS Growth 14.8
Avg. Market Value (Mil $) 173,513

Allocation

% of Portfolio
Large Growth 84.44
Large Value 0.00
Small Growth 10.43
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 0.00