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American Century Ultra Instl (TWUIX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Ultra Instl (TWUIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of American Century Ultra Instl Fund (TWUIX) ManagerFund Manager - Jeffrey Bourke

Fund Manager Information

Fund Manager Tenure: 10.9 years
Similar Funds: TWUAX 
Fund Family: American Century Investments
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of American Century Ultra Instl Fund (TWUIX) ProfileAmerican Century Ultra Instl Fund (TWUIX) Profile

Fund Profile and Description

American Century Ultra Instl Fund seeks long-term capital growth. American Century Ultra Instl Fund typically invests in stocks of companies they believe will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. It primarily consists of securities of companies whose earnings or revenues are not only growing, but growing at an accelerating pace.

 

American Century Ultra Instl (TWUIX) Fund Strength What we like about American Century Ultra Instl (TWUIX) Fund

Data for American Century Ultra Instl Fund (TWUIX) as of May 30, 2016

  • American Century Ultra Instl Fund (TWUIX) management has been with American Century Ultra Instl Fund for 10.9 years
  • American Century Ultra Instl Fund (TWUIX) has good short-term performance (1-year return -0.39% vs -1.74% Large Growth category median performance)
  • American Century Ultra Instl Fund (TWUIX) has good mid-term performance (3-year return 12.64% vs 10.74% Large Growth category median performance)
  • American Century Ultra Instl Fund (TWUIX) has good Long-term performance (5-year return 11.39% vs 10.14% Large Growth category median performance)
  • American Century Ultra Instl Fund (TWUIX) ratio of up-years vs down years is greater than 2
  • American Century Ultra Instl Fund (TWUIX) has a Morningstar rating of 4 and above
  • Asset base in American Century Ultra Instl Fund (TWUIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Century Ultra Instl Fund (TWUIX) has an annual stock turnover rate of 16.00% vs Large Growth average of 50.46%. It is good that American Century Ultra Instl management does not trade extensively for its return.
  • American Century Ultra Instl Fund (TWUIX) has a lower expense ratio than its Large Growth average: 0.78% vs 1.17%
  • American Century Ultra Instl Fund (TWUIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Century Ultra Instl Fund (TWUIX) Weakness What we are cautious about American Century Ultra Instl (TWUIX) Fund

Data for American Century Ultra Instl Fund (TWUIX) as of May 30, 2016

  • American Century Ultra Instl Fund (TWUIX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.94 that is higher than category average of 12.75
See American Century Ultra Instl Fund (TWUIX) performance details as of May 30, 2016

 

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Compare American Century Ultra Instl Fund (TWUIX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Ultra Instl-0.22-0.3912.6411.39
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare American Century Ultra Instl Fund (TWUIX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of American Century Ultra Instl Fund (TWUIX) Net Asset TrackingAmerican Century Ultra Instl (TWUIX) Fund Net Asset

Track net asset change of American Century Ultra Instl fund (TWUIX)

DateNet Asset
05/2016$8.16B
03/2016$8.11B
02/2016$7.66B
More historic net asset information on American Century Ultra Instl Fund (TWUIX)

  

Graph of American Century Ultra Instl Fund (TWUIX) Portfolio TrackingAmerican Century Ultra Instl (TWUIX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Ultra Instl fund (TWUIX)

DateCashStockBondOther
03/20160.52%98.69%0%0.79%
12/20150.32%99.18%0%0.5%
09/20150.09%99.7%0%0.21%
Click here to see more historic asset allocation information on American Century Ultra Instl Fund (TWUIX)

 

graph of American Century Ultra Instl Fund (TWUIX) Top 10 Position TrackingTop 10 Holdings in American Century Ultra Instl (TWUIX) Fund

Discover what American Century Ultra Instl Fund (TWUIX) manager is buying

Mar 30, 2016
Apple Inc. [8.52%]
Amazon.com, Inc. [3.88%]
Facebook, Inc. [3.73%]
Starbucks Corporation [3.19%]
Visa Inc. [3.07%]
Alphabet Inc. [3.05%]
Alphabet Inc. [3.01%]
UnitedHealth Group Incorporated [2.91%]
Gilead Sciences, Inc. [2.88%]
Mastercard Incorporated Common [2.78%]

Dec 30, 2015
Apple Inc. [7.98%]
Amazon.com, Inc. [4.69%]
Starbucks Corporation [3.6%]
Facebook, Inc. [3.28%]
Celgene Corporation [3.07%]
Gilead Sciences, Inc. [3.02%]
Alphabet Inc. [3.01%]
Visa Inc. [3%]
Alphabet Inc. [2.94%]
UnitedHealth Group Incorporated [2.79%]

Sep 29, 2015
Apple Inc. [8.83%]
Amazon.com, Inc. [3.77%]
Starbucks Corporation [3.62%]
Gilead Sciences, Inc. [3.1%]
UnitedHealth Group Incorporated [3.04%]
Facebook, Inc. [2.98%]
Celgene Corporation [2.93%]
Costco Wholesale Corporation [2.88%]
Nike, Inc. Common Stock [2.85%]
Visa Inc. [2.83%]
Click here for Stock Holding Change Map in American Century Ultra Instl Fund (TWUIX)

  

Latest News on American Century Ultra Instl (TWUIX) Fund

See what is happening with American Century Ultra Instl Fund (TWUIX)

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American Century Ultra Instl Fund (TWUIX) Related ResourcesSee more information on American Century Ultra Instl (TWUIX) Fund

Popular pages on American Century Ultra Instl (TWUIX) Fund

  

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