Utilities Fund Investor Fund Quote
| BULIX Fund | USD 19.00 0.33 1.71% |
Performance8 of 100
| Odds Of DistressLess than 21
|
Utilities Fund is trading at 19.00 as of the 28th of November 2024; that is 1.71 percent down since the beginning of the trading day. The fund's open price was 19.33. Utilities Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Utilities Fund Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent 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 funds portfolio. More on Utilities Fund Investor
Moving together with Utilities Mutual Fund
Moving against Utilities Mutual Fund
Utilities Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Funds, Utilities Funds, Utilities, American Century Investments, Large, Utilities (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Utilities Fund Investor [BULIX] is traded in USA and was established 28th of November 2024. Utilities Fund is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Utilities category and is part of American Century Investments family. This fund currently has accumulated 264.92 M in assets under management (AUM) with minimum initial investment of 2.5 K. Utilities Fund Investor is currently producing year-to-date (YTD) return of 33.37% with the current yeild of 0.02%, while the total return for the last 3 years was 7.01%.
Check Utilities Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Utilities Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Utilities Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Utilities Fund Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Utilities Fund Investor Mutual Fund Constituents
| AEE | Ameren Corp | Stock | Utilities | |
| NRG | NRG Energy | Stock | Utilities | |
| EIX | Edison International | Stock | Utilities | |
| EXC | Exelon | Stock | Utilities | |
| UGI | UGI Corporation | Stock | Utilities | |
| XEL | Xcel Energy | Stock | Utilities | |
| VZ | Verizon Communications | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services |
Utilities Fund Investor Risk Profiles
| Mean Deviation | 0.8165 | |||
| Semi Deviation | 0.8531 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 |
Utilities Fund Against Markets
Other Information on Investing in Utilities Mutual Fund
Utilities Fund financial ratios help investors to determine whether Utilities Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Utilities with respect to the benefits of owning Utilities Fund security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |