3 / 5 Stars
3 3 5 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#4 in Utilities
U.S. News evaluated 17 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.35 percent over the past year, 12.48 percent over the past three years, 14.35 percent over the past five years, and 10.56 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||13.0%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||10.6%|
The investment seeks current income and 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.
Fees are Low compared to funds in the same category.
American Century Utilities Fund has an expense ratio of 0.68 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.