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Morningstar

American Century Ultra® R AULRX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 67.59  /  −2.33 %
  • Total Assets 22.5 Bil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis AULRX

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

  • People Pillar

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

A veteran team.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Century Ultra benefits from an experienced and capable management team and a cohesive supporting cast.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AULRX

More AULRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.24 2.4 Bil
Technology

NVIDIA Corp

10.11 2.4 Bil
Technology

Microsoft Corp

7.37 1.7 Bil
Technology

Amazon.com Inc

6.59 1.5 Bil
Consumer Cyclical

Alphabet Inc Class C

4.12 963.1 Mil
Communication Services

Mastercard Inc Class A

3.97 927.9 Mil
Financial Services

Alphabet Inc Class A

3.72 870.2 Mil
Communication Services

Meta Platforms Inc Class A

2.55 596.8 Mil
Communication Services

Eli Lilly and Co

2.54 593.6 Mil
Healthcare

Chipotle Mexican Grill Inc

2.45 572.6 Mil
Consumer Cyclical