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 Dow Down 1.88% Nasdaq Down 2.09%

American Century Utilities Inv (BULIX)

17.18 Down 0.33(1.88%) Jul 31
Prev Close:17.51
YTD Return*:13.05%
Net Assets*:415.11M
Yield*:3.05%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
T10.573.53
VZ7.492.63
EIX4.5925.79
AEP4.5420.26
CTL4.5017.43

Fund Basics

Morningstar Overall Rating:
Total Assets:415.11M
Category:Utilities
Annual Report Expense Ratio (net):0.68%

Performance & Risk

YTD Return:13.05%
5y Avg Return:14.35%
Rank in Category (ytd):91
% Rank in Category (ytd):131.88%
Beta (3y):0.30
Morningstar Risk Rating:2

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. View More
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