Ultra Fund I Fund Quote
| TWUIX Fund | USD 90.41 0.18 0.20% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ultra Fund is trading at 90.41 as of the 17th of March 2025; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 90.23. Ultra Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. More on Ultra Fund I
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Ultra Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Ultra Fund I [TWUIX] is traded in USA and was established 17th of March 2025. Ultra Fund is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of American Century Investments family. This fund at this time has accumulated 19.44 B in assets with no minimum investment requirementsUltra Fund I is currently producing year-to-date (YTD) return of 2.58%, while the total return for the last 3 years was 12.92%.
Check Ultra 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 Ultra 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 Ultra 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 Ultra Fund I 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 Ultra Fund I Mutual Fund Constituents
| ISRG | Intuitive Surgical | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials |
Ultra Fund I Risk Profiles
| Mean Deviation | 1.13 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.15 | |||
| Risk Adjusted Performance | (0.14) |
Ultra Fund Against Markets
Other Information on Investing in Ultra Mutual Fund
Ultra Fund financial ratios help investors to determine whether Ultra 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 Ultra with respect to the benefits of owning Ultra Fund security.
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