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    American Century Ultra Inv (TWCUX)

    38.31 Down 0.15(0.39%) Jul 31

    Profile as of Jun 29, 2015Get Profile for:
    American Century Ultra Inv
    American Century Mutual Funds, Inc.4500 Main StreetKansas City, MO 64111
    Phone: 800-345-2021
    Fund Overview 
    Category:Large Growth
    Fund Family:American Century Investments
    Net Assets:8.49B
    Year-to-Date Return:5.75%
    Morningstar Rating:4 stars
    Fund Inception Date:Nov 2, 1981
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Jeffrey Bourke
    Lead Manager since Dec 31, 2008
    Mr. Bourke, Portfolio Manager, has been a member of the team that manages the fund since 2008. He joined American Century Investments in 2007 as an analyst and became a portfolio manager in 2013. He has a bachelor’s of science degree in civil and environmental engineering from Duke University and an MBA in finance and accounting from the University of Chicago Booth School of Business. He is a CFA charterholder.
    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:50
    Min Subsequent Investment, AIP:50
    TWCUX can be purchased from 132 brokerages.

    Fund Summary 
    The investment seeks long-term capital growth. 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 fund's portfolio will primarily consist of securities of companies whose earnings or revenues are not only growing, but growing at an accelerating pace.

    Fund Operations 
    Last Dividend (Dec 15, 2014) : 0.12
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : 16.00%
    Average for Category:45.91%
    Fees & Expenses 
    ExpenseTWCUXCategory Avg
    Annual Report Expense Ratio (net):1.00%1.18%
    Prospectus Net Expense Ratio:1.01%N/A
    Prospectus Gross Expense Ratio:1.01%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:322513
    5 Yr Expense Projection*:559813
    10 Yr Expense Projection*:1,2361,652
    * Per $10,000 invested