BULIX Rating, Research - American Century Utilities Inv

American Century Utilities Inv (bulix)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
%
%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 52

Threats + Weaknesses = 30

When strengths & opportunities substantially exceed threats & weaknesses an investment in the bulix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

American Century Utilities Inv (BULIX) Description: BULIX is a mutual fund, which is an investment that owns a basket of assets. The BULIX mutual fund was provided by American Century and this investment vehicle derives the majority of its value from equity holdings (stocks). American Centurys mutual fund has a long management tenure and is in the average fund size classification. BULIXs minimum initial investment amount is $2500 while the IRA minimum is $2500. BULIXs expense ratio is roughly 1%. The latest BULIXs front end load was 0% and the back end load was 0%. The American Century Utilities Inv (BULIX) mutual fund falls under the utilities category. BULIX focuses its investments in USA and BULIX is focused on the utilities industry or fund sector. The American Century Utilities Inv (BULIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BULIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BULIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a combination of growth of capital and investment income. Its primary objective is growth of capital. The fund may allocate up to 100% of assets in equity, fixed-income, U.S., or foreign securities. It seeks to achieve This investment vehicle objective by allocating assets among equity securities (see equity research), fixed-income securities, and various other types of investments, from all over the world. It also invests in equities without geographic restrictions or restrictions on the amount of the funds assets. The fund may invest in debt securities of any kind and of varying duration and maturities.


Management Analysis Update

American Century Utilities Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. The bulix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update