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Morningstar

American Century Ultra® Inv TWCUX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 60.60  /  1.08 %
  • Total Assets 16.1 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 13%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TWCUX

Will TWCUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TWCUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TWCUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TWCUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Veterans are in charge, but the fund hews close to the index.

Senior Analyst

Summary

| by Stephen Welch

Impressive lead managers and a stable supporting cast earn American Century Ultra’s cheapest share classes a Morningstar Analyst Rating of Bronze, while the more expensive come in at Neutral.

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