BULIX : American Century Utilities Fund Investor Class

BULIX is a Sector Equity Market Utilities with MODERATE fees.

BULIX

American Century Utilities Fund Investor Class

FI Score

41 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

41% FI Score
  • bulix
  • Mutual Fund
  • Sector Equity
  • Utilities

American Century Utilities Fund Investor Class

Expenses: 0.67% (Better than 1% of similar funds)

This is a bad choice for a Utilities Sector Equity fund. See why ยป

Fund Summary

The investment seeks current income and long-term growth of capital and income. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies engaged in the utilities industry. The portfolio managers use quantitative and qualitative management techniques as well as risk controls to construct the fund's portfolio. The quantitative process involves ranking stocks based on their growth and valuation characteristics.

Largest Holdings

Amount Holding
11.55% Verizon Communications Inc
9.59% AT&T Inc
5.76% NextEra Energy Inc
5.19% Southern Co
4.96% American Electric Power Co Inc
4.23% Dominion Energy Inc
4.10% Entergy Corp
3.97% Duke Energy Corp
3.45% FirstEnergy Corp
2.97% American Water Works Co Inc
2.89% PPL Corp
2.85% WEC Energy Group Inc
2.70% Exelon Corp
2.67% Sempra Energy
2.63% Portland General Electric Co
2.55% Consolidated Edison Inc
2.46% Essential Utilities Inc
2.09% Public Service Enterprise Group Inc
1.93% Ameren Corp
1.77% Alliant Energy Corp
1.53% NorthWestern Corp
1.50% Xcel Energy Inc
1.34% OGE Energy Corp
1.30% MDU Resources Group Inc
1.23% Pinnacle West Capital Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo