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15 important things you should know about American Century Investments AULNX mutual fund

Updated: September 18, 2020
80
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for AULNX “stock” price, you can quickly find it out by visiting Finny and typing "AULNX quote". If you’re looking for a quick scoop on AULNX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AULNX". You’ll get all this info in one place.

Are you looking to buy or sell AULNX? Or perhaps you’re looking for AULNX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AULNX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AULNX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AULNX buy or sell; the pros and cons of investing in AULNX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AULNX.

And here is the list of questions we’ll answer:

  1. Describe American Century Mutual Funds, Inc: Ultra Fund; Class G Shares (AULNX).
  2. What are AULNX holdings?
  3. What is AULNX performance? What are AULNX historical returns?
  4. How many up and down years did AULNX have historically?
  5. What is AULNX dividend yield?
  6. What is AULNX minimum initial investment amount?
  7. What is AULNX expense ratio?
  8. Does AULNX have any sales loads or 12b-1 distribution expenses?
  9. What is AULNX tax efficiency (tax-cost ratio)?
  10. What is AULNX beta? How would you assess AULNX risk?
  11. What is AULNX Sharpe ratio?
  12. What is AULNX Finny Score? AULNX buy or sell?
  13. What are the pros of investing in AULNX? What are AULNX buy reasons?
  14. What are the cons of investing in AULNX? What are AULNX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century Mutual Funds, Inc: Ultra Fund; Class G Shares (AULNX).

The Fund seeks capital growth by investing primarily in common stocks that are considered by Management to have better-than-average growth prospects.

2. What are AULNX top holdings?

AULNX has 60 stock holdings and 0 bond holdings.

The top 10 holdings represent 52.43% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 10.09%
Amazon.com Inc AMZN 7.64%
Microsoft Corp MSFT 6.40%
Visa Inc Class A V 5.20%
Mastercard Inc A MA 5.19%
Facebook Inc A FB 4.11%
UnitedHealth Group Inc UNH 3.87%
Alphabet Inc Class C GOOG 3.67%
Salesforce.com Inc CRM 3.24%
Alphabet Inc A GOOGL 3.02%

3. What is AULNX performance? What are AULNX historical returns?

AULNX has generated the following returns:

  • 1-month return is 6.37%;
  • 3-month return is 23.03%;
  • 1-year return is 52.30%;
  • 3-year return is 25.44%;
  • 5-year return is 21.69%;
  • 10-year return is 18.65%.

4. How many up and down years did AULNX have historically?

In the last 10 years, AULNX had 10 up years and 0 down years. See Performances

5. What is AULNX dividend yield?

AULNX yield is %.

6. What is AULNX minimum initial investment amount?

AULNX minimum initial investment amount is N/A.

7. What is AULNX expense ratio?

AULNX expense ratio is %. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does AULNX have any sales loads or 12b-1 distribution expenses?

AULNX 12b-1 distribution fee is 0. AULNX front-end sales load is 0. AULNX back-end sales load is 0.

9. What is AULNX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.95%;
  • 3-year ax cost ratio is %.

See Taxes

10. What is AULNX beta? How would you assess AULNX risk?

  • 3-year beta is 1.08;
  • 5-year beta is 1.08;
  • 10-year beta is 1.08.

See Risks

11. What is AULNX Sharpe ratio?

  • 3-year Sharpe ratio is 1.02;
  • 5-year Sharpe ratio is 0.94;
  • 10-year Sharpe ratio is 1.10;
  • 15-year Sharpe ratio is 0.70.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 80. Our quantitative analysis shows 4 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 80.

13. What are the pros of investing in AULNX? What are AULNX buy reasons?

The following are AULNX strengths from our perspective:

  • <strong>AULNX 3-year return</strong> is 25.44%, which is higher than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 22.47%.
  • <strong>AULNX 5-year return</strong> is 21.69%, which is higher than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 20.16%.
  • <strong>AULNX 10-year return</strong> is 18.65%, which is higher than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 17.91%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in AULNX? What are AULNX negatives?

The following are AULNX weaknesses from our perspective:

  • <strong>AULNX net assets</strong> are $0.10 million. This fund is not a popular choice with retail investors.
In the AULNX review, we covered AULNX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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