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American Century Utilities Inv BULIX

Quantitative rating as of
  • NAV / 1-Day Return 15.79  /  0.45 %
  • Total Assets 294.9 Mil
  • Adj. Expense Ratio
    0.650%
  • 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.

Summary

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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.

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