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Morningstar

American Century Ultra® R6 AULDX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 92.48  /  +0.41 %
  • Total Assets 24.1 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis AULDX

Will AULDX outperform in 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 AULDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AULDX 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 AULDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Co-Lead Manager Retiring From Three American Century Large-Growth Strategies; Ratings Unchanged

null Stephen Welch

Stephen Welch

Analyst Note

American Century Select, Ultra, and Focused Dynamic Growth's co-lead manager Michael Li has announced his intention to retire from the firm early next year. He will relinquish his management duties on Sept. 15, 2024, and retire on Jan. 15, 2025. This departure does not alter the strategies' Above Average People ratings or their Morningstar Medalist Ratings.

by Stephen Welch
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AULDX

More AULDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.74 3.2 Bil
Technology

Apple Inc

11.59 2.9 Bil
Technology

Microsoft Corp

7.21 1.8 Bil
Technology

Amazon.com Inc

6.50 1.6 Bil
Consumer Cyclical

Alphabet Inc Class C

4.58 1.2 Bil
Communication Services

Alphabet Inc Class A

4.14 1.1 Bil
Communication Services

Mastercard Inc Class A

3.35 850.0 Mil
Financial Services

Meta Platforms Inc Class A

2.96 749.3 Mil
Communication Services

Eli Lilly and Co

2.72 690.8 Mil
Healthcare

Chipotle Mexican Grill Inc

2.34 592.0 Mil
Consumer Cyclical