American Century Sustainable Equity continues to look good more than four years after adopting its ESG-focused strategy, meriting an upgrade in its Process rating to Above Average. The I, Y, R5, and R6 shares now earn a Morningstar Analyst Rating of Bronze, while the more expensive share classes are rated Neutral.
Will AFDAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFDAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AFDAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AFDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.