QUARTERLY FACT SHEET 3.31.2017
Ultra®
TICKERS
Investor class: TWCUX | Institutional class: TWUIX | A class: TWUAX | C class: TWCCX | R class: AULRX | R6 class: AULDX
Goal and Strategy
Growth of a Hypothetical $10,000 Investment
Long-term capital growth by investing primarily in
large U.S. companies.
$25,000
Distinguishing Characteristics
American Century
Ultra
$20,000
Seeks high growth by investing in large, industryleading companies exhibiting both sustainable
accelerating earnings growth and positive price
momentum.
$23,599
$15,000
$10,000
Portfolio Management Team
Investor Class as of 3.31.2017.
$5,000
Start Date
Name
Industry Company
Keith Lee, CFA
1996
1998
Michael Li, PhD
2002
2002
Jeff Bourke, CFA
2003
2007
Fund Information
$8.8B
Dividend Frequency
Annual
Morningstar Category
Index
2009
2011
2013
2015
2017
Performance (%)
Total Fund Assets
Lipper Category
$0
2007
2007
Large Growth
Large-Cap Growth Funds
Russell 1000® Growth Index
Risk Measures (3-year)
Alpha (Annualized)
-1.26
Beta
1.04
R-squared
Since
10 Year Inception
Inception
Date
Class
Qtr
1 Year
3 Year
5 Year
Investor
9.58
16.54
10.25
12.54
8.96
11.44
11/2/81
Institutional
9.62
16.77
10.46
12.77
9.18
7.07
11/14/96
A
9.51
16.27
9.98
12.26
8.69
6.77
10/2/96
A (With Sales Charge)
3.20
9.58
7.83
10.94
8.04
6.46
10/2/96
Index
8.91
15.76
11.26
13.31
9.13
-
-
Calendar Year Returns (%)
Investor Class
0.96
Std. Deviation (Annualized)
11.51
Sharpe Ratio
0.90
Year
2008
2009
2010
2011
2012
2013
Expenses and Sales Charges
Fund
-41.74 35.36
16.56
1.19
14.18
Class
Index
-38.44 37.21
16.71
2.64
15.26
Expense Ratio (%)
Investor
0.98
Institutional
0.78
A (5.75% Initial Sales Charge)
1.23
C
1.98
R
1.48
R6
0.63
Expense ratio is as of the fund's current prospectus. The Institutional Class
minimum investment amount is $5 million ($3 million for endowments and
foundations) per fund. A contingent deferred sales charge (CDSC) of 1% for
A Shares is only charged at redemption within the first year on purchases
over $1MM. There is no initial sales charge in these situations. C Class
shares are subject to a contingent deferred sales charge (CDSC) of 1% and
the charges will be imposed on certain redemptions within 12 months.
2014
2015
2016
YTD
36.91
9.91
6.16
4.38
9.58
33.49
13.05
5.67
7.08
8.91
Data presented reflects past performance. Past performance is no guarantee of future results.
Current performance may be higher or lower than the performance shown. To obtain performance
data current to the most recent month end, please visit americancentury.com. Investment return
and share value will fluctuate, and redemption value may be more or less than original cost. Data
assumes reinvestment of dividends and capital gains.
You should consider the
investment objectives, risks, and charges and expenses carefully
before you invest. The
prospectus or summary prospectus, which can be obtained at
americancentury.com, contains this and other information about the fund, and should be read
carefully before investing.
Performance less than one year, when quoted, is not annualized.
As of April 10, 2017, the Institutional Class was renamed I Class.
A Note About Risk
The value and/or returns of a portfolio will fluctuate with market and economic conditions. The fund is
subject to potentially greater short-term price volatility than that associated with an average stock fund.
There is no guarantee that the investment objectives will be met. Dividends and yields represent past
performance and there is no guarantee that they will continue to be paid.
®
International
Growth
Ultra
QUARTERLY
FACT
SHEET12.31.2015
3.31.2017
QUARTERLY
FACT
SHEET
Sector Weights1 (%)
Portfolio Characteristics1
Fund
Index
71
611
$209.6B
$169.6B
27.00x
23.35x
5.43x
5.61x
Equity Holdings
Wtd Avg Market Cap
Price/Earnings Ratio
Price/Book Ratio
Portfolio Weight vs. Index
Domestic Stock
Foreign Stock
1.46
Cash and Cash Alternatives
0.34
Top Ten
Holdings1
Alphabet Inc
35.49
32.26
Consumer Discretionary
22.15
20.64
1.51
Financials
4.37
2.86
1.48
Energy
1.97
0.49
Health Care
16.57
16.15
Utilities
0.00
0.03
Materials
2.79
3.55
Telecommunication Services
0.00
1.04
Industrials
9.27
10.88
Consumer Staples
7.39
9.31
Real Estate
0.00
2.78
-0.03
-0.76
-1.04
-1.61
(%)
Apple Inc
-1.92
9.10
-2.78
6.36
-5
0
Index
Information Technology
0.42
98.20
Fund
1.51
3.23
Investment Blend1 (%)
Sector
5
Amazon.com Inc
4.88
Facebook Inc
4.25
Visa Inc
3.63
Morningstar Rating
Investor Class
UnitedHealth Group Inc
3.47
Morningstar Category
Large Growth
Overall
3 Year
5 Year
10 Year
Mastercard Inc
2.83
Rating




Celgene Corp
2.81
# of Funds
1,306
1,306
1,154
800
Time Warner Inc
2.54
Intuitive Surgical Inc
Total Percent in Top 10 Holdings
2.49
42.36
The holdings listed should not be considered recommendations to
purchase or sell a particular security. Equity holdings are grouped to
include common shares, depository receipts, rights and warrants issued
by the same company. Fund holdings subject to change.
1 As of 2/28/2017.
For each fund with at least a three-year history, Morningstar calculates a Morningstar
based on a Morningstar Risk-Adjusted Return measure that
accounts for variation in a
monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The Overall
Morningstar
for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable)
Morningstar
metrics. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next
22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may
cause slight variations in the distribution percentages.) Past performance is no guarantee of future results.
Lipper Rankings
Lipper Category
Investor Class
Large-Cap Growth Funds
Fund
Percentile
1 Year
142/666
22%
3 Year
5 Year
158/596 158/533
27%
30%
10 Year
81/383
22%
Lipper rankings are based on average annual total returns. All of the mutual fund performance information contained in this table was supplied by Lipper, a
Thomson Reuters Company, subject to the following: Copyright 2017© Thomson Reuters. All rights reserved. Any copying, republication or redistribution of
Lipper content, including by caching, framing or similar means, is expressly prohibited without prior written consent of Lipper. Lipper shall not be liable for
any errors or delays in the content, or for any actions taken in reliance thereon.
DUE TO MARKET VOLATILITY, CURRENT PERFORMANCE MAY BE DIFFERENT THAN THE FIGURES SHOWN.
©2017 Morningstar, Inc. All Rights Reserved. Certain information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete
or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
The Russell 1000® Index measures the performance of the 1,000 largest companies in the Russell 3000® Index (the 3,000 largest publicly traded U.S. companies based on total market capitalization). The Russell 1000® Growth
Index measures the performance of those Russell 1000® companies with higher price-to-book ratios and higher forecasted growth values. Created by Frank Russell Company, indices are not investment products available for purchase.
Key Terms: Alpha: Shows how a fund did relative to what would have been expected given the fund's beta and the performance of the benchmark index. For example, an alpha of 1.4 means that the fund outperformed its estimated
return (based on market activity alone) by 1.4%. Beta: Measures the volatility of the fund, as compared to that of the overall market. The
beta is set at 1.00; a beta higher than 1.00 is considered to be more volatile than the
market, while a beta lower than 1.00 is considered to be less volatile. Weighted Average Market Capitalization: The average of the weighted capitalizations of a
holdings. Price/Earnings Ratio (P/E): The price of stock
divided by its annual earnings per share. Price/Book Ratio (P/B): The ratio of a
price to its book value per share. R2 - (R-squared): A statistic that indicates how much of a
fluctuations were attributable to movements
in the
benchmark index. Sharpe Ratio: Measures the potential reward offered by a mutual fund relative to its risk level using the fund's standard deviation and its excess return to determine reward per unit of risk. The higher the
sharpe ratio, the better the fund's historical risk-adjusted performance. Standard Deviation: Defines how widely returns varied from an average over a given period of time. A higher standard deviation means a more volatile fund. For
example, a fund with a standard deviation of 6 and an average annual return of 10% saw annualized monthly returns fall within 6 percentage points of that average (or between 4% and 16%) two-thirds of the time.
Fund Facts are provided by FactSet Research Systems, Inc.
American Century Investment Services, Inc., Distributor
©2017 American Century Proprietary Holdings, Inc. All rights reserved.
IN-FFS-92191 1704
Non-FDIC Insured  May Lose Value  No Bank Guarantee