Ultra Fund

American Century Mutual Funds, Inc. · 9 share classes

Actively managed U.S. equity fund
One fund, 9 share classes:TWCUXTWUAXTWUIXTWCCXAULRXAULDXAULGXAULYXAULNX
$26.59B NAV
66 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Ultra Fund is an actively managed U.S. equity fund. 34% of TWCUX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 98% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The fund seeks long-term capital growth.

Strategy · summarised

The fund invests in stocks of larger U.S. companies selected for accelerating earnings, revenue, or cash flow growth and relative price strength compared to peers. The portfolio managers employ analytical techniques to identify signs of business improvement and favor companies whose growth rates are strengthening. The fund may also invest in foreign securities meeting the same criteria and may write covered calls on portions of its holdings.

Expenses
0.00% 1.87%across 9 share classes
Share classGrossNet
TWCUX0.89%0.87%
TWUAX1.14%1.12%
TWUIX0.69%0.67%
TWCCX1.89%1.87%
AULRX1.39%1.37%
AULDX0.54%0.52%
AULGX0.69%0.67%
AULYX0.54%0.52%
AULNX0.54%0.00%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 15.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.08%
of net assets
Stocks99.97%
Cash & short-term0.12%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology46.3%
Communication Services17.9%
Consumer Discretionary12.6%
Industrials6.6%
9 smaller16.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
34%of stock holdings in top-quartile growers
covering 98% of the fund’s equity
Earnings growth
44%of stock holdings in top-quartile growers
covering 91% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 5 new6 exited

New: Ascendis Pharma A/S, Rolls-Royce Holdings PLC, TSCO, State Street Bank & Trust Co, State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio

Largest exited: Ascendis Pharma A/S, CRM, CPRT, State Street Bank & Trust Co, MORGAN STANLEY CAPITAL SERVICES INC ×2

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+28.93%+83.01%+65.49%17.85%-12.92%
+28.60%+81.62%+63.42%17.84%-12.96%
+29.18%+84.09%+67.13%17.85%-12.90%
+27.63%+77.57%+57.40%17.82%-13.05%
+28.28%+80.26%+61.39%17.83%-12.99%
+29.37%+84.93%+68.39%17.84%-12.88%
+29.18%+84.10%+67.13%17.84%-12.89%
+29.37%+84.93%+68.39%17.84%-12.88%
+30.06%+87.97%+73.17%17.86%-12.80%

These classes hold the same portfolio, so the 15.77pp spread over 5 years is the cost difference between them — roughly 3.15pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA15.47%$4.11B
Apple IncAAPL8.22%$2.18B
Amazon.com IncAMZN7.68%$2.04B
Alphabet IncGOOGL6.68%$1.78B
Microsoft CorpMSFT5.99%$1.59B
Alphabet IncGOOG5.76%$1.53B
Broadcom IncAVGO4.37%$1.16B
Tesla IncTSLA4.01%$1.07B
Mastercard IncMA3.28%$871.97M
Meta Platforms IncMETA3.01%$800.38M
Showing 10 of 66Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 64.46% of net assets, top 25 85.69%, across 65 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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