American Century Sustainable Equity’s cautious but flexible strategy has successfully added value over time. It maintains its Pillar scores of Average for People and Above Average for Process.
American Century Sustainable Equity Inv AFDIX
- NAV / 1-Day Return 52.30 / +0.10 %
- Total Assets 4.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.790%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.78%
- Turnover 21%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis AFDIX
Will AFDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.58 | 374.8 Mil | Technology |
Apple Inc | 5.13 | 224.2 Mil | Technology |
Alphabet Inc Class A | 4.33 | 189.2 Mil | Communication Services |
NVIDIA Corp | 3.07 | 134.2 Mil | Technology |
Amazon.com Inc | 3.05 | 133.3 Mil | Consumer Cyclical |
UnitedHealth Group Inc | 1.87 | 81.8 Mil | Healthcare |
Meta Platforms Inc Class A | 1.80 | 78.6 Mil | Communication Services |
Prologis Inc | 1.79 | 78.3 Mil | Real Estate |
Visa Inc Class A | 1.78 | 77.6 Mil | Financial Services |
The Home Depot Inc | 1.68 | 73.6 Mil | Consumer Cyclical |