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BULIX American Century Utilities Inv

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Fund BULIX American Century Utilities Inv PSCU PowerShares S&P SmallCap Utilities ETF  
100% 86%
Annual Fees
(0.67% Exp. Ratio)
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$43,516.68 $48,798.24
Est. savings over 30 yrs +$5,281.56
As of 9/30/16
1 YR RETURN 20.20%
3 YR 11.64%
5 YR 12.04%
10 YR 7.51%
1 YR RETURN 22.94%
3 YR 14.72%
5 YR 13.81%
10 YR --
The investment seeks current income and long-term growth of capital and income. Under normal market conditions, the fund invests at least 80% 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 fund's portfolio. The quantitative process involves ranking stocks based on their growth and valuation characteristics.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Utilities & Telecommunication Services Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. utility companies that comprise the underlying index. These companies are principally engaged in providing either energy, water, electric or natural gas utilities or providing telecommunications services. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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