Morningstar

American Century Large Cap Equity Fund - Class R5 AFDGX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $52.23  /  −0.40 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.590%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.61%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis AFDGX

Will AFDGX outperform in the 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 AFDGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AFDGX 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 AFDGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Century Large Cap Equity R5 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AFDGX

More AFDGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.98 262M
Technology

Microsoft Corp

7.40 216M
Technology

Alphabet Inc Class A

5.80 169M
Communication Services

Apple Inc

4.45 130M
Technology

Amazon.com Inc

3.50 102M
Consumer Cyclical

Broadcom Inc

2.98 87M
Technology

Applied Materials Inc

1.59 46M
Technology

Mastercard Inc Class A

1.59 46M
Financial Services

Eli Lilly and Co

1.50 44M
Healthcare

Cisco Systems Inc

1.46 43M
Technology

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