Nasdaq - Delayed Quote USD

American Century Utilities Inv (BULIX)

19.14 +0.37 (+1.97%)
At close: 8:01 PM EST
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DELL
  • Previous Close 18.77
  • YTD Return 30.35%
  • Expense Ratio 0.66%
  • Category Utilities
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 279.04M
  • Beta (5Y Monthly) 0.79
  • Yield 2.15%
  • 5y Average Return --
  • Holdings Turnover 70.00%
  • Last Dividend 0.29
  • Inception Date Mar 1, 1993

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.

American Century Investments

Fund Family

Utilities

Fund Category

279.04M

Net Assets

1993-03-01

Inception Date

Performance Overview: BULIX

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Trailing returns as of 11/21/2024. Category is Utilities.

YTD Return

BULIX
30.35%
Category
4.24%
?

1-Year Return

BULIX
40.19%
Category
18.66%
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3-Year Return

BULIX
6.64%
Category
9.19%
?

5-Year Return

BULIX
5.17%
Category
7.16%
?

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Holdings: BULIX

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Top 10 Holdings (56.54% of Total Assets)

SymbolCompany% Assets
NEE
NextEra Energy, Inc. 10.57%
SO
The Southern Company 6.98%
CEG
Constellation Energy Corporation 6.08%
AEP
American Electric Power Company, Inc. 5.49%
VST
Vistra Corp. 5.43%
PCG
PG&E Corporation 4.72%
DUK
Duke Energy Corporation 4.71%
EXC
Exelon Corporation 4.52%
EIX
Edison International 4.26%
ETR
Entergy Corporation 3.78%

Sector Weightings

Recent News: BULIX

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Research Reports: BULIX

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