Ultra Fund Y Fund Quote

AULYX Fund  USD 104.97  0.08  0.08%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Ultra Fund is trading at 104.97 as of the 19th of July 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 104.89. Ultra Fund has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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 Y

Moving together with Ultra Mutual Fund

  0.98TWSMX Strategic Allocation:PairCorr
  1.0ASERX Select Fund RPairCorr
  1.0ACSLX Select Fund CPairCorr
  0.99FAFGX American FundsPairCorr
  0.99FFAFX American FundsPairCorr
  0.99GFACX Growth FundPairCorr

Ultra Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments (View all Sectors)
Update Date30th of June 2025
Ultra Fund Y [AULYX] is traded in USA and was established 19th of July 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 Y is currently producing year-to-date (YTD) return of 2.97%, while the total return for the last 3 years was 22.43%.
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 Y 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 Y Mutual Fund Constituents

BAThe BoeingStockIndustrials
ISRGIntuitive SurgicalStockHealth Care
GOOGLAlphabet Inc Class AStockCommunication Services
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TSLATesla IncStockConsumer Discretionary
TJXThe TJX CompaniesStockConsumer Discretionary
PYPLPayPal HoldingsStockFinancials
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Ultra Fund Y Risk Profiles

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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