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American Century Ultra Inv (TWCUX)

36.42 Down 0.02(0.05%) Aug 21

Profile as of Jul 30, 2014Get 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:7.94B
Year-to-Date Return:2.40%
Morningstar Rating:3 stars
Fund Inception Date:Nov 2, 1981
Morningstar Style Box 
Large Growth
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Management Information 
Jeffrey Bourke
Lead Manager since Aug 5, 2013
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 129 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 16, 2013) : 0.10
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 20, 2014) : 26.00%
Average for Category:46.27%
Fees & Expenses 
ExpenseTWCUXCategory Avg
Annual Report Expense Ratio (net):0.99%1.20%
Prospectus Net Expense Ratio:0.99%N/A
Prospectus Gross Expense Ratio:0.99%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:316548
5 Yr Expense Projection*:548869
10 Yr Expense Projection*:1,2131,749
* Per $10,000 invested