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Morningstar

American Century Ultra® I TWUIX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 73.25  /  0.05 %
  • Total Assets 18.7 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:20 PM GMT+0

Morningstar’s Analysis TWUIX

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

People Pillar

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

Experienced managers at the helm.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Century Ultra’s veteran leadership and cohesive supporting cast earn its cheapest share classes a Morningstar Analyst Rating of Bronze, while the more expensive shares are rated Neutral.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TWUIX

More TWUIX Holdings
  • Current Portfolio Date
  • Equity Holdings 62
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 55.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

14.94
2,905,792,219
Technology

Microsoft Corp

7.16
1,392,945,157
Technology

NVIDIA Corp

6.26
1,217,451,560
Technology

Amazon.com Inc

5.72
1,112,492,240
Consumer Cyclical

Alphabet Inc Class C

3.93
765,154,605
Communication Services

Mastercard Inc Class A

3.90
757,821,059
Financial Services

Tesla Inc

3.87
753,635,830
Consumer Cyclical

Alphabet Inc Class A

3.55
690,139,926
Communication Services

Visa Inc Class A

3.11
605,099,040
Financial Services

UnitedHealth Group Inc

2.52
490,733,440
Healthcare