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 49.73 / −0.18 %
- Total Assets 4.4 Bil
-
Adj. Expense Ratio
0.790%
- 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 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 34.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 8.72 | 405.8 Mil | Technology |
NVIDIA Corp | 5.30 | 246.6 Mil | Technology |
Apple Inc | 4.06 | 188.9 Mil | Technology |
Alphabet Inc Class A | 3.96 | 184.2 Mil | Communication Services |
Amazon.com Inc | 3.32 | 154.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.37 | 110.2 Mil | Communication Services |
Visa Inc Class A | 1.73 | 80.5 Mil | Financial Services |
The Home Depot Inc | 1.69 | 78.8 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 1.68 | 78.4 Mil | Financial Services |
UnitedHealth Group Inc | 1.65 | 76.8 Mil | Healthcare |