American Century Sustainable Equity has been moving in the right direction since changing to a sustainable mandate three years ago, but it’s still enough of a work in progress that it only earns a Morningstar Analyst Rating of Neutral across all share classes.
Will AFDRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFDRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AFDRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AFDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.