Revise Your Projections

American Century Mutual Funds, Inc: Ultra Fund; Investor Class Shares

In many cases, it's enough just to see what last year's actual costs were.  The differences between funds can be dramatic -- and helpful in deciding whether or not to buy or keep a fund.

Long-term projections are even more dramatic but will vary widely depending on the underlying assumptions.  Here is a place to fine-tune our assumptions.  But before you make changes to one of the entries, be sure to click on it for an explanation of just what it means.  (If this is a load fund you already own, set the load to zero.  It won't be a cost -- you've already paid it.)

You've already told us . . .
How much are you investing? $
What type of account is it in?  
How long do you expect to hold the fund?   years
What is the expected annual return on the investment (before costs)?   %
What are your combined marginal tax rates...
For ordinary income?   %
For dividends and long-term capital gains?   %
And now you can fine-tune our assumptions . . .
What is the front-end load? (0 if you own)   %
What is the back-end load?   %
What future expense ratio do you expect?   %
What do you expect for turnover?   %
What is the fund's transaction cost (per 100% of reported turnover)?   %
And if the fund is in a taxable account...
What average dividend yield do you expect?   %
How much of the fund's capital do you expect to be distributed each year as realized gains?   %
What percentage of the distributed capital gains do you expect to be short-term?   %

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