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American Century Ultra® Fund I Class (TWUIX)
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13/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.47B
American Century Ultra Instl
102.80
-0.26
-0.25%
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TWUIX Overview
On this page you'll find an in-depth profile of American Century Ultra® Fund I Class. Learn about the key management, total assets, investment strategy and contact information of TWUIX among other information.
Investment Strategy
The investment seeks long-term capital growth. 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. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.
Contact Information
Address
P.O. Box 419200,4500 Main Street
Kansas City,,MO 64141
United States
Kansas City,,MO 64141
United States
Phone
+1 8004444015
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Tong Li | - | 2024 | Now |
| Biography | Mr. Li, Portfolio Manager and Senior Quantitative Analyst, has been a member of the team that manages the fund since 2012. He became a senior quantitative analyst in 2017 and a portfolio manager in 2024. He has a bachelor'’s degree in physics from Tsinghua University, a master’s degree in electrical engineering from Vanderbilt and a master’s degree in business administration, from the University of Chicago Booth School of Business. | ||
| Jeffrey R. Bourke | Analyst/Portfolio Manager | 2013 | Now |
| Biography | Jeff Bourke is a portfolio manager for American Century Investments®. Mr. Bourke joined American Century Investments in 2007. Before he was promoted to portfolio manager in 2013, he was an investment analyst. Previously, he was an associate equity research analyst at Robert W. Baird & Co. He has worked in the investment industry since 2003. Mr. Bourke earned a master's degree in business administration from the Booth School of Business at the University of Chicago and a bachelor's degree in civil and environmental engineering from Duke University. He is a CFA® charterholder and a member of the CFA Institute. | ||
| Keith Lee | Portfolio Manager | 2008 | Now |
| Biography | Keith Lee Mr. Lee, Senior Vice President and Senior Portfolio Manager, has been a member of the team that manages the fund since 2008. Prior, he was a senior analyst on the U.S. Lg Cap Qual Gr strategy. He joined American Century in 1998 and again in 2001. He started in the industry as an analyst for Oppenheimer funds in New York in 1996. He holds a bachelor’s degree in industrial engineering from Columbia University, is a CFA charterholder and a member of the CFA Institute. | ||
| Michael X Li | Portfolio Manager | 2008 | 2024 |
| Biography | Dr. Li, Vice President & Portfolio Manager, co-manages the U.S. Focused Dynamic Growth, U.S. Large Cap Quality Growth and U.S. Premier Large Cap Growth strategies. Prior to his current role, he was an analyst on the U.S. Lg Cap Qual Gr portfolio. Before joining American Century Inv. in 2002, Mr. Li was a scientist/project manager for Bristol-Myers Squibb Co. Mr. Li has a bachelor’s degree in materials science and engineering from the University of Science & Technology of China, a MBA from The Wharton School of the Univ. of Pennsylvania, and a Ph.D. in chemistry from the Univ. of Michigan. | ||
| Stephen J. Lurito | Managing Director | 2007 | 2009 |
| Biography | Lurito is a managing director with Credit Suisse Asset Management, joining the firm in 1999 as as result of its acquisition of Warburg Pincus Asset Management, his employer since 1987. Previously, he spent two years as a research analyst with Sanford C. Bernstein & Company. | ||
| Tom Telford | Vice President, Portfolio Manager | 2006 | 2008 |
| Biography | Telford is a vice president and a portfolio manager with American Century Investments, his empoyer since 1996. He previously worked with the firm as an analyst. Prior to joining American century, Telford was a senior accountant for Ernst and Young. Telford holds the Chartered Financial Analyst designation. | ||
| Wade W. Slome | Portfolio Manager, Investment Analyst | 2002 | 2007 |
| Biography | Slome joined American Century in June 1998 as an investment analyst. He was promoted to Portfolio Manager in July 2002. Slome holds the Chartered Financial Analyst designation. | ||
| Jerry Sullivan | Vice President, Portfolio Manager | 2001 | 2007 |
| Biography | Sullivan, vice president and portfolio manager, joined American Century Investment Management in 2000. Before joining, he was a portfolio manager for the Franklin Templeton Group and prior to that a portfolio manager with SunAmerica Asset Management. Sullivan has worked in the financial industry since 1982. | ||
| Bruce A. Wimberly | Vice President, Senior Portfolio Manager, Investment Analyst | 1996 | 2007 |
| Biography | Wimberly is vice president and senior portfolio manager with American Century Investments, his employer since September 1994. He spent his first two years at the firm working as an investment analyst. Prior to joining the firm, he served as a research analyst for Frontier Capital Management Company and as a manager with Citibank. | ||
| Gerard P. Sullivan | Portfolio Manager | 2001 | 2006 |
| Biography | Mr. Sullivan is a Portfolio Manager of Putnam's U.S. Core Equity strategy. He joined Putnam in 2008 and has been in the investment industry since 1982. Prior to joining Putnam, Mr. Sullivan was a Vice President, Portfolio Manager, at American Century from 2000 to 2008; a Senior Vice President, Portfolio Manager, at Franklin Templeton from 1998 to 1999; and a Senior Vice President, Portfolio Manager, at SunAmerica Ass et Management from 1995 to 1998. He earned an M.B.A. from Columbia School of Management and a B.A. in Political Science from Columbia College. | ||
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