About TWUIX
The American Century Ultra Fund I Class is an open-end mutual fund specializing in U.S. large-cap growth equities. Its primary objective is to achieve long-term capital appreciation through investments in companies that are expected to sustain above-average revenue or earnings growth. The fund employs fundamental analysis and a bottom-up stock selection process, focusing on individual companies whose growth prospects are considered particularly strong, rather than relying on broad economic trends. Its portfolio is concentrated in established industry leaders, notably within the technology, consumer cyclical, and communication services sectors. As of the most recent data, the fund’s top holdings include prominent names such as Apple, NVIDIA, Amazon, and Microsoft, with the top ten positions making up nearly 59% of assets. Managed by American Century Investment Management Inc. since its inception in 1996, the Ultra Fund I Class is designed for institutional investors, requiring a high minimum investment. The fund is benchmarked against the Russell 1000 Growth Index, reflecting its commitment to a quality-driven, high-growth investment style within the large-cap universe. It is recognized for its disciplined approach, experienced management team, and significant presence in the large growth fund category.
Fund Family American Century Investments
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol TWUIX
Share Class I Class
Index Russell 1000 Growth TR
TWUIX had a total return of 5.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.91%.
