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American Century Utilities Inv (BULIX)

18.51 -0.16 (-0.86%)
As of 8:10:10 AM EDT. Market Open.
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  • Previous Close 18.67
  • YTD Return -4.62%
  • Expense Ratio 0.65%
  • Category Utilities
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 256.26M
  • Beta (5Y Monthly) 0.41
  • Yield 2.26%
  • 5y Average Return --
  • Holdings Turnover 77.00%
  • Last Dividend 0.30
  • 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

256.26M

Net Assets

1993-03-01

Inception Date

Performance Overview

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Trailing returns as of 10/27/2026. Category is Utilities.

YTD Return

BULIX
4.62%
Category
4.24%

1-Year Return

BULIX
5.67%
Category
18.66%

3-Year Return

BULIX
14.69%
Category
9.19%

5-Year Return

BULIX
6.37%
Category
7.16%

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