Morningstar

American Century Ultra® R6 AULDX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AULDX

Will AULDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AULDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AULDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AULDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Co-Lead Manager Retiring From Three American Century Large-Growth Strategies; Ratings Unchanged

null Stephen Welch

Stephen Welch

Analyst Note

American Century Select, Ultra, and Focused Dynamic Growth's co-lead manager Michael Li has announced his intention to retire from the firm early next year. He will relinquish his management duties on Sept. 15, 2024, and retire on Jan. 15, 2025. This departure does not alter the strategies' Above Average People ratings or their Morningstar Medalist Ratings.

by Stephen Welch
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