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AULRX:NASDAQ

American Century Investments Ultra┬« Fund R Class – AULRX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
36.310.11 (+0.30%)30.89 - 36.310.0

Market data as of 6:05PM 11/26/14. Quotes are delayed by at least 15 min.

Overview - AULRX

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.

Growth of $10,000 (10 Years)

Total Return7.04%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio1.49%
Front LoadNone
Deferred LoadNone
Minimum Investment$2,500
Management Tenure6 Years
Fund Inception08/29/2003

Trailing Total Returns - AULRX

as of 10/31/2014
TimeframeAULRXS&P 500Large Growth
1 Month3.56%2.44%2.51%
3 Month6.17%5.05%4.81%
Year-to-Date8.41%10.99%8.05%
1 Year15.08%17.27%14.57%
3 Year17.95%19.77%17.90%
5 Year16.53%16.69%15.69%
10 Year7.01%8.20%8.35%
Since Inception7.04%10.67%--

Sector Allocation - AULRX

as of 10/31/2014
Basic Materials
 
2.88%
Consumer Cyclical
 
20.03%
Financial Services
 
9.31%
Real Estate
 
0.00%
Consumer Defensive
 
7.78%
Healthcare
 
15.48%
Utilities
 
0.00%
Communication Services
 
0.88%
Energy
 
5.90%
Industrials
 
9.04%
Technology
 
28.71%

Asset Allocation - AULRX

as of 10/31/2014
By PercentShort0%LongNet
Stock--
 
 
96.1396.13
Bond--
 
 
0.000.00
Other--
 
 
0.060.06
Foreign Stock--
 
 
3.653.65
Foreign Bond--
 
 
0.000.00
Total--99.8499.84
Cash--
 
 
0.160.16
Total Net Assets$8.31B
Total Stock Holdings82
Total Bond Holdings0

Top Ten Holdings - AULRX

as of 10/31/2014
CompanyYTD Return% of Assets
AAPL38.22%7.94%
GILD46.44%3.81%
CELG27.14%2.51%
SBUX-1.93%2.37%
GOOGL0.51%2.33%
AMZN-23.34%2.33%
GOOG--2.28%
QCOM6.98%2.20%
FB35.19%2.18%
MA1.23%2.17%

Valuation & Growth - AULRX

as of 10/31/2014
ValuationAULRXCategory Range
Price/Earnings22.69
Price/Book4.44
Price/Sales2.65
Price/Cash Flow16.46
Dividend Yield1.63
LT Earnings13.16
Historical Earnings16.3
Sales Growth10.8
Cash-Flow Growth9.78
Book-Value Growth11.89
Key:  Lo 
 Hi

Morningstar Summary - AULRX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - AULRX, 3 Year Avg

Pretax Return17.95%
Tax-adjusted Return17.51%
Tax Cost Ratio0.37%
Potential Cap Gains52.07%

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