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American Century Ultra Fund (TWCCX)

63.49 +0.58 (+0.92%)
At close: 8:00 PM EDT

Fund Summary

The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. 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. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.

American Century Ultra Fund

Kansas City, MO 64111
4500 Main Street
8165315575

Fund Overview

Category Large Growth
Fund Family American Century Investments
Net Assets 25.36B
YTD Return 21.39%
Yield 0.00%
Morningstar Rating
Inception Date Nov 02, 1981

Fund Operations

Last Dividend 0.06
Last Cap Gain 67.00
Holdings Turnover 20.00%
Average for Category --

Fees & Expenses

Expense TWCCX Category Average
Annual Report Expense Ratio (net) 1.91% 0.99%
Prospectus Net Expense Ratio 1.91% --
Prospectus Gross Expense Ratio 1.95% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Keith Lee Mr. Lee, Senior Vice President and Senior Portfolio Manager, has been a member of the team that manages the fund since 2008. Prior, he was a senior analyst on the U.S. Lg Cap Qual Gr strategy. He joined American Century in 1998 and again in 2001. He started in the industry as an analyst for Oppenheimer funds in New York in 1996. He holds a bachelor’s degree in industrial engineering from Columbia University, is a CFA charterholder and a member of the CFA Institute.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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