| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
#6 in Utilities
U.S. News evaluated 20 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 22.42 percent over the past year, 15.39 percent over the past three years, 5.26 percent over the past five years, and 11.77 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 18.9% |
| 1 Year | 22.4% |
| 3 Years (Annualized) | 15.4% |
| 5 Years (Annualized) | 5.3% |
| 10 Years (Annualized) | 11.8% |
Summary
The investment seeks current income and growth of capital and income. Under normal market conditions, the fund invests at least 80% of its 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
Fees are Above Average compared to funds in the same category.
American Century Utilities Fund has an expense ratio of 0.68 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
