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

Updated: September 19, 2020
43
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • Low net assets
  • 15-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

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

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 TWCCX top holdings?

TWCCX 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 TWCCX performance? What are TWCCX historical returns?

TWCCX has generated the following returns:

  • 1-month return is 6.17%;
  • 3-month return is 22.42%;
  • 1-year return is 49.31%;
  • 3-year return is 23.78%;
  • 5-year return is 20.24%;
  • 10-year return is 17.36%;
  • 15-year return is 10.54%.

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

In the last 10 years, TWCCX had 9 up years and 1 down year. See Performances

5. What is TWCCX dividend yield?

TWCCX yield is 0%.

6. What is TWCCX minimum initial investment amount?

TWCCX minimum initial investment amount is N/A.

7. What is TWCCX expense ratio?

TWCCX expense ratio is 1.97%. 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 TWCCX have any sales loads or 12b-1 distribution expenses?

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

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

  • 1-year ax cost ratio is 1.26%;
  • 3-year ax cost ratio is 1.68%.

See Taxes

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

  • 3-year beta is 1.11;
  • 5-year beta is 1.10;
  • 10-year beta is 1.10;
  • 15-year beta is 1.04.

See Risks

11. What is TWCCX Sharpe ratio?

  • 3-year Sharpe ratio is 0.96;
  • 5-year Sharpe ratio is 0.88;
  • 10-year Sharpe ratio is 1.03;
  • 15-year Sharpe ratio is 0.63.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 43. Our quantitative analysis shows 3 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 43.

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

The following are TWCCX strengths from our perspective:

  • <strong>TWCCX 3-year return</strong> is 23.78%, which is higher than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 22.47%.
  • <strong>TWCCX 5-year return</strong> is 20.24%, which is higher than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 20.16%.
  • <strong>TWCCX 10-year return</strong> is 17.36%, which is in line with the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 17.91%.

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

The following are TWCCX weaknesses from our perspective:

  • <strong>TWCCX net assets</strong> are $18.00 million. This fund is not a popular choice with retail investors.
  • <strong>TWCCX 15-year return</strong> is 10.54%, which is lower than the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 12.08%.
  • <strong>TWCCX expense ratio</strong> is 1.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the TWCCX review, we covered TWCCX 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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