Morningstar

American Century Ultra® Fund Investor Class TWCUX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $102.24  /  −1.25 %
  • Fund Size $27.1B
  • Adjusted Expense Ratio 0.870%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis TWCUX

Will TWCUX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TWCUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TWCUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TWCUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solid leadership anchors this large-growth option.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Century Ultra benefits from capable leadership and the help of a solid supporting cast.

by Stephen Welch
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Portfolio Holdings TWCUX

More TWCUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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15.32 4B
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Alphabet Inc Class A

6.12 2B
Communication Services

Amazon.com Inc

5.70 2B
Consumer Cyclical

Apple Inc

5.30 1B
Technology

Alphabet Inc Class C

5.26 1B
Communication Services

Microsoft Corp

4.82 1B
Technology

Tesla Inc

4.36 1B
Consumer Cyclical

Eli Lilly and Co

3.46 931M
Healthcare

Applied Materials Inc

3.35 901M
Technology

Mastercard Inc Class A

2.85 766M
Financial Services

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