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American Century Sustainable Equity Inv AFDIX

Analyst rating as of
NAV / 1-Day Return
42.49  /  1.43 %
Total Assets
3.4 Bil
Adj. Expense Ratio
0.790%
Expense Ratio
0.790%
Fee Level
Average
Longest Manager Tenure
12.92 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.36%
Turnover
36%
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Morningstar’s Analysis

Will AFDIX outperform in future?

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

A sustainable fund with a relatively new mandate.

Senior Analyst

Summary

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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.

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