The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit American Century Utilities Inv to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 15.79 / 0.45 %
- Total Assets 294.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.650%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Utilities
- Investment Style Mid Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 2.02%
- Turnover 140%
Morningstar’s Analysis BULIX
Will BULIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.