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

Updated: September 18, 2020
71
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
  • Low net assets
  • High expense ratio

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

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

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

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

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

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 TWUIX top holdings?

TWUIX 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 TWUIX performance? What are TWUIX historical returns?

TWUIX has generated the following returns:

  • 1-month return is 6.29%;
  • 3-month return is 22.79%;
  • 1-year return is 51.13%;
  • 3-year return is 25.29%;
  • 5-year return is 21.69%;
  • 10-year return is 18.77%;
  • 15-year return is 11.88%.

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

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

5. What is TWUIX dividend yield?

TWUIX yield is 0%.

6. What is TWUIX minimum initial investment amount?

TWUIX minimum initial investment amount is N/A.

7. What is TWUIX expense ratio?

TWUIX expense ratio is 0.77%. 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 TWUIX have any sales loads or 12b-1 distribution expenses?

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

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

  • 1-year ax cost ratio is 0.95%;
  • 3-year ax cost ratio is 1.36%.

See Taxes

10. What is TWUIX beta? How would you assess TWUIX 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.

See Risks

11. What is TWUIX Sharpe ratio?

  • 3-year Sharpe ratio is 1.02;
  • 5-year Sharpe ratio is 0.95;
  • 10-year Sharpe ratio is 1.11;
  • 15-year Sharpe ratio is 0.70.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

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

The following are TWUIX strengths from our perspective:

  • <strong>TWUIX 3-year return</strong> is 25.29%, which is higher than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 22.47%.
  • <strong>TWUIX 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>TWUIX 10-year return</strong> is 18.77%, which is higher than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 17.91%.
  • <strong>TWUIX 15-year return</strong> is 11.88%, which is in line with the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 12.08%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are TWUIX weaknesses from our perspective:

  • <strong>TWUIX net assets</strong> are $397.60 million. This fund is not a popular choice with retail investors.
  • <strong>TWUIX expense ratio</strong> is 0.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TWUIX review, we covered TWUIX 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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