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American Century Sustainable Equity C AFDCX

Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 40.63  /  0.02 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 15%

Morningstar’s Analysis AFDCX

Will AFDCX outperform in future?

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

A generally solid sustainable equity fund with modest goals.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

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.

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Portfolio Holdings AFDCX

  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.55
375,576,798
Technology
5.30
232,715,701
Technology
4.25
186,734,873
Communication Services
3.25
142,552,241
Technology
2.49
109,466,681
Consumer Cyclical
1.89
83,025,273
Healthcare
1.80
78,920,233
Utilities
1.79
78,653,139
Financial Services

Prologis Inc

1.72
75,420,638
Real Estate
1.69
74,375,172
Communication Services