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Morningstar

American Century Sustainable Equity Inv AFDIX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 53.29  /  +0.89 %
  • Total Assets 4.5 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 0.76%
  • Turnover 21%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFDIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by David Kathman
Rated on Published on

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Portfolio Holdings AFDIX

More AFDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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Technology

NVIDIA Corp

7.01 323.7 Mil
Technology

Apple Inc

6.38 294.6 Mil
Technology

Alphabet Inc Class A

4.53 209.3 Mil
Communication Services

Amazon.com Inc

3.59 165.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.39 110.4 Mil
Communication Services

UnitedHealth Group Inc

1.79 82.6 Mil
Healthcare

JPMorgan Chase & Co

1.65 76.4 Mil
Financial Services

Visa Inc Class A

1.58 73.1 Mil
Financial Services

The Home Depot Inc

1.48 68.3 Mil
Consumer Cyclical