Ultra Fund R5 Fund Quote
| AULGX Fund | USD 101.89 0.47 0.46% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Ultra Fund is trading at 101.89 as of the 30th of January 2025; that is 0.46 percent up since the beginning of the trading day. The fund's open price was 101.42. Ultra Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 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 R5
Moving together with Ultra Mutual Fund
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 December 2024 |
Ultra Fund R5 [AULGX] is traded in USA and was established 30th of January 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 presently has accumulated 12.57 B in assets under management (AUM) with no minimum investment requirementsUltra Fund R5 is currently producing year-to-date (YTD) return of 2.89%, while the total return for the last 3 years was 14.02%.
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 R5 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 R5 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 | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Ultra Fund R5 Risk Profiles
| Mean Deviation | 0.9716 | |||
| Semi Deviation | 1.38 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.6 |
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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