Utilities Fund Financials
| BULIX Fund | USD 18.35 0.01 0.05% |
Utilities |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Utilities Fund Fund Summary
Utilities Fund competes with Real Estate, Emerging Markets, Heritage Fund, Global Gold, and Income Growth. 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. The quantitative process involves ranking stocks based on their growth and valuation characteristics.Specialization | Utilities, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US02507M8819 |
| Business Address | AMERICAN CENTURY QUANTITATIVE |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Utilities |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
Utilities Fund Key Financial Ratios
Utilities Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Utilities Fund's current stock value. Our valuation model uses many indicators to compare Utilities Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Utilities Fund competition to find correlations between indicators driving Utilities Fund's intrinsic value. More Info.Utilities Fund Investor is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Utilities Fund Investor is roughly 7.52 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Utilities Fund's earnings, one of the primary drivers of an investment's value.Utilities Fund Investor Systematic Risk
Utilities Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Utilities Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Utilities Fund Investor correlated with the market. If Beta is less than 0 Utilities Fund generally moves in the opposite direction as compared to the market. If Utilities Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Utilities Fund Investor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Utilities Fund is generally in the same direction as the market. If Beta > 1 Utilities Fund moves generally in the same direction as, but more than the movement of the benchmark.
Utilities Fund March 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Utilities Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Utilities Fund Investor. We use our internally-developed statistical techniques to arrive at the intrinsic value of Utilities Fund Investor based on widely used predictive technical indicators. In general, we focus on analyzing Utilities Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Utilities Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.13 | |||
| Information Ratio | 0.0743 | |||
| Maximum Drawdown | 4.72 | |||
| Value At Risk | (2.09) | |||
| Potential Upside | 1.61 |
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.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |