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

Updated: September 28, 2020
83
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • High expense ratio

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

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

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

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

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

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 TWCUX top holdings?

TWCUX 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 TWCUX performance? What are TWCUX historical returns?

TWCUX has generated the following returns:

  • 1-month return is -3.90%;
  • 3-month return is 12.57%;
  • 1-year return is 41.43%;
  • 3-year return is 22.77%;
  • 5-year return is 19.42%;
  • 10-year return is 17.38%;
  • 15-year return is 11.41%.

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

In the last 10 years, TWCUX had 10 up years and 0 down years.

TWCUX up and down years

5. What is TWCUX dividend yield?

TWCUX yield is 0%.

6. What is TWCUX minimum initial investment amount?

TWCUX minimum initial investment amount is $3.00K.

7. What is TWCUX expense ratio?

TWCUX expense ratio is 0.97%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

TWCUX expenses

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

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

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

  • 1-year ax cost ratio is 0.99%;
  • 3-year ax cost ratio is 1.38%.
TWCUX tax costs

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

  • 3-year beta is 1.11;
  • 5-year beta is 1.11;
  • 10-year beta is 1.10;
  • 15-year beta is 1.05.
TWCUX Beta

11. What is TWCUX Sharpe ratio?

  • 3-year Sharpe ratio is 1.01;
  • 5-year Sharpe ratio is 0.93;
  • 10-year Sharpe ratio is 1.10;
  • 15-year Sharpe ratio is 0.69.
TWCUX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

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

The following are TWCUX strengths from our perspective:

  • <strong>TWCUX 3-year return</strong> is 22.77%, which is higher than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 20.53%.
  • <strong>TWCUX 5-year return</strong> is 19.42%, which is higher than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 18.39%.
  • <strong>TWCUX 10-year return</strong> is 17.38%, which is higher than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 16.95%.
  • <strong>TWCUX 15-year return</strong> is 11.41%, which is in line with the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 11.85%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are TWCUX weaknesses from our perspective:

  • <strong>TWCUX expense ratio</strong> is 0.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TWCUX review, we covered TWCUX 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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