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American Century Utilities Inv (BULIX)

18.56 Up 0.12(0.65%) Oct 31

Profile as of Sep 29, 2014Get Profile for:
American Century Utilities Inv
AMERICAN CENTURY QUANTITATIVE EQ FDS INC4500 Main Street 9th FloorKANSAS CITY MO 64111
Map
Phone: 800-345-2021
Fund Overview 
Category:Utilities
Fund Family:American Century Investments
Net Assets:386.45M
Year-to-Date Return:9.64%
Yield:3.25%
Morningstar Rating:3 stars
Fund Inception Date:Mar 1, 1993
Morningstar Style Box 
Utilities
[View Category Definition]
View Top Utilities Funds
About the Morningstar Style Box
Management Information 
Lynette Pang
Lead Manager since Dec 11, 2010
Pang, portfolio manager, joined American Century in 1997 and became a portfolio manager in February 2006. Pang holds the Chartered Financial Analyst designation.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:2,500
Min Initial Investment, AIP:2,500
Min Subsequent Investment:50
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
BULIX can be purchased from 126 brokerages.

Fund Summary 
The investment seeks current income and growth of capital and income. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies engaged in the utilities industry. The portfolio managers use quantitative and qualitative management techniques as well as risk controls to construct the fund's portfolio. The quantitative process involves ranking stocks based on their growth and valuation characteristics.

Fund Operations 
Last Dividend (Sep 8, 2014) : 0.17
Last Cap Gain : 0.00
Annual Holdings Turnover (Oct 28, 2014) : 45.00%
Average for Category:69.68%
Fees & Expenses 
ExpenseBULIXCategory Avg
Annual Report Expense Ratio (net):0.67%1.20%
Prospectus Net Expense Ratio:0.68%N/A
Prospectus Gross Expense Ratio:0.68%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.06%
Max Deferred Sales Load: N/A2.36%
3 Yr Expense Projection*:218560
5 Yr Expense Projection*:379860
10 Yr Expense Projection*:8471,694
* Per $10,000 invested