Ultra Fund R Fund Quote
| AULRX Fund | USD 79.18 0.62 0.78% |
PerformanceMild
| Odds Of DistressLow
|
Ultra Fund is trading at 79.18 as of the 31st of January 2026; that is 0.78 percent down since the beginning of the trading day. The fund's open price was 79.8. Ultra Fund has about a 23 % 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 2nd of November 2025 and ending today, the 31st of January 2026. 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 R
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 2025 |
Ultra Fund R [AULRX] is traded in USA and was established 31st of January 2026. 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 R is currently producing year-to-date (YTD) return of 0.2%, while the total return for the last 3 years was 23.41%.
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 R 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.
Ultra Fund R Risk Profiles
| Mean Deviation | 1.03 | |||
| Semi Deviation | 0.9253 | |||
| Standard Deviation | 2.27 | |||
| Variance | 5.17 |
Ultra Fund Against Markets
Ultra Mutual Fund Analysis Notes
The fund generated five year return of 12.0%. Ultra Fund R holds 98.69% of assets under management (AUM) in equities. Large Growth For more info on Ultra Fund R please contact the company at 800-345-2021.Ultra Fund R Investment Alerts
| Latest headline from news.google.com: Gov. Evers State budget surplus allows for both school funding, property tax relief - wpr.org | |
| The fund holds 98.69% of its assets under management (AUM) in equities |
Top Ultra Fund R Mutual Fund Constituents
| V | Visa Class A | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| NVDA | NVIDIA | Stock | |
| MSFT | Microsoft | Stock | |
| AAPL | Apple Inc | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| CRM | Salesforce | Stock | |
| AMZN | Amazon Inc | Stock | |
| DIS | Walt Disney | Stock | |
| BA | The Boeing | Stock |
Ultra Fund Outstanding Bonds
Ultra Fund issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Ultra Fund R uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Ultra bonds can be classified according to their maturity, which is the date when Ultra Fund R has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Ultra Fund Predictive Daily Indicators
Ultra Fund intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Ultra Fund mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 79.18 | |||
| Day Typical Price | 79.18 | |||
| Price Action Indicator | (0.31) | |||
| Period Momentum Indicator | (0.62) | |||
| Relative Strength Index | 55.69 |
Ultra Fund Forecast Models
Ultra Fund's time-series forecasting models are one of many Ultra Fund's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Ultra Fund's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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