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American Century Utilities Inv (BULIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Utilities Inv (BULIX) Fund

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Graph of American Century Utilities Inv Fund (BULIX) ManagerFund Manager - Lynette Pang

Fund Manager Information

Fund Manager Tenure: 8.9 years
Fund Family: American Century Investments
Fund Category: Utilities
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Pang, portfolio manager, joined American Century in 1997 and became a portfolio manager in February 2006. Pang holds the Chartered Financial Analyst designation.  Get more insights on Lynette Pang

 

Graph of American Century Utilities Inv Fund (BULIX) ProfileAmerican Century Utilities Inv Fund (BULIX) Profile

Fund Profile and Description

American Century Utilities Inv Fund seeks current income and growth of capital and income. American Century Utilities Inv Fund invests at least 80% of assets in stocks of companies engaged in the utilities industry. Equity securities include common stock, preferred stock, and equity equivalent securities, such as convertible securities, stock futures contracts and stock index futures contracts.

 

American Century Utilities Inv (BULIX) Fund Strength What we like about American Century Utilities Inv (BULIX) Fund

Data for American Century Utilities Inv Fund (BULIX) as of May 30, 2016

  • American Century Utilities Inv Fund (BULIX) management has been with American Century Utilities Inv Fund for 8.9 years
  • American Century Utilities Inv Fund (BULIX) has good short-term performance (1-year return 11.44% vs 4.07% Utilities category median performance)
  • American Century Utilities Inv Fund (BULIX) has good mid-term performance (3-year return 10.69% vs 9.41% Utilities category median performance)
  • American Century Utilities Inv Fund (BULIX) has good Long-term performance (5-year return 9.95% vs 9.73% Utilities category median performance)
  • American Century Utilities Inv Fund (BULIX) ratio of up-years vs down years is greater than 2
  • American Century Utilities Inv Fund (BULIX) has a Morningstar rating of 4 and above
  • Asset base in American Century Utilities Inv Fund (BULIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Utilities Inv Fund (BULIX) has an annual stock turnover rate of 40.00% vs Utilities average of 60.66%. It is good that American Century Utilities Inv management does not trade extensively for its return.
  • American Century Utilities Inv Fund (BULIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.9, lower than category average of 12.25
  • American Century Utilities Inv Fund (BULIX) has a lower expense ratio than its Utilities average: 0.67% vs 1.15%
  • American Century Utilities Inv Fund (BULIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Utilities Inv Fund (BULIX) Weakness What we are cautious about American Century Utilities Inv (BULIX) Fund

Data for American Century Utilities Inv Fund (BULIX) as of May 30, 2016

  • As a Utilities focused fund, American Century Utilities Inv Fund (BULIX) is less diversified and has inherited sector risks associated with the fund
See American Century Utilities Inv Fund (BULIX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Century Utilities Inv Fund (BULIX)Compare with other top Utilities category mutual funds

Aadditional top Utilities mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Utilities Inv14.6911.4410.699.95
Fidelity Advisor Utilities I (FUGIX)13.914.4110.6410.51Compare
Franklin Utilities A (FKUTX)15.1410.9211.5211.69Compare
ICON Utilities S (ICTUX)18.8016.9811.8611.46Compare

See top fund managers for Utilities Category Funds

 

Compare American Century Utilities Inv Fund (BULIX)Compare with Utilities category ETFs

Some Utilities ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Global Utilities (JXI)8.54%3.46%7.30%
PowerShares S&P SmallCap Utilities ETF (PSCU)10.37%21.71%14.35%
PowerShares DWA Utilities Momentum ETF (PUI)15.57%19.31%13.40%
Guggenheim S&P 500 Eq Wt Utilities ETF (RYU)14.95%15.26%13.63%
Vanguard Utilities ETF (VPU)14.85%14.83%13.14%

 

Graph of American Century Utilities Inv Fund (BULIX) Net Asset TrackingAmerican Century Utilities Inv (BULIX) Fund Net Asset

Track net asset change of American Century Utilities Inv fund (BULIX)

DateNet Asset
05/2016$566.18M
03/2016$514.45M
02/2016$424.61M
More historic net asset information on American Century Utilities Inv Fund (BULIX)

  

Graph of American Century Utilities Inv Fund (BULIX) Portfolio TrackingAmerican Century Utilities Inv (BULIX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Utilities Inv fund (BULIX)

DateCashStockBondOther
03/20163.1%96.9%0%0%
12/20150.01%99.85%0%0.14%
09/20150.17%99.37%0%0.46%
Click here to see more historic asset allocation information on American Century Utilities Inv Fund (BULIX)

 

graph of American Century Utilities Inv Fund (BULIX) Top 10 Position TrackingTop 10 Holdings in American Century Utilities Inv (BULIX) Fund

Discover what American Century Utilities Inv Fund (BULIX) manager is buying

Mar 30, 2016
Verizon Communications Inc. Com [11%]
AT&T Inc. [10.91%]
CenturyLink, Inc. Common Stock [4.56%]
Pacific Gas & Electric Co. Comm [4.54%]
American Electric Power Company [4.53%]
Exelon Corporation Common Stock [4.52%]
Public Service Enterprise Group [4.46%]
Consolidated Edison, Inc. Commo [3.96%]
FirstEnergy Corporation Common [3.85%]
Entergy Corporation Common Stoc [3.77%]

Dec 30, 2015
AT&T Inc. [11.29%]
Verizon Communications Inc. Com [10.97%]
PP&L Corporation Common Stock [4.68%]
Exelon Corporation Common Stock [4.68%]
Public Service Enterprise Group [4.67%]
American Electric Power Company [4.66%]
Consolidated Edison, Inc. Commo [4.62%]
CenturyLink, Inc. Common Stock [4.39%]
Entergy Corporation Common Stoc [4.15%]
Pacific Gas & Electric Co. Comm [3.82%]

Sep 29, 2015
AT&T Inc. [11.04%]
Verizon Communications Inc. Com [10.67%]
Public Service Enterprise Group [4.82%]
PP&L Corporation Common Stock [4.78%]
American Electric Power Company [4.7%]
Exelon Corporation Common Stock [4.69%]
Edison International Common Sto [4.68%]
Consolidated Edison, Inc. Commo [4.65%]
Pacific Gas & Electric Co. Comm [4.62%]
Entergy Corporation Common Stoc [4.08%]
Click here for Stock Holding Change Map in American Century Utilities Inv Fund (BULIX)

  

Latest News on American Century Utilities Inv (BULIX) Fund

See what is happening with American Century Utilities Inv Fund (BULIX)

 

American Century Utilities Inv Fund (BULIX) Related ResourcesSee more information on American Century Utilities Inv (BULIX) Fund

Popular pages on American Century Utilities Inv (BULIX) Fund

  

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