American Century Utilities Fund Investor Class

Frequently Asked Questions About BULIX

What does BULIX invest in?

Seeks current income and long-term growth of capital and income. The fund invests at least 80% of its assets in equity securities of companies engaged in the utilities industry.

What is the expense ratio of BULIX?

American Century Utilities Fund Investor Class (BULIX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BULIX?

American Century Utilities Fund Investor Class (BULIX) manages $312.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BULIX actively managed or an index fund?

BULIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BULIX launched?

American Century Utilities Fund Investor Class (BULIX) launched in March 1993 and is managed by American Century.

How has BULIX performed?

BULIX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.