Morningstar

American Century Large Cap Equity Fund R Class AFDRX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $52.10  /  −0.08 %
  • Fund Size $3.0B
  • Adjusted Expense Ratio 1.290%
  • Net Expense Ratio 1.290%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis AFDRX

Will AFDRX 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 AFDRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of AFDRX’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 R 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AFDRX

More AFDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.03 245M
Technology

Alphabet Inc Class A

6.48 198M
Communication Services

Microsoft Corp

5.49 168M
Technology

Apple Inc

4.86 148M
Technology

Amazon.com Inc

3.42 104M
Consumer Cyclical

Broadcom Inc

3.27 100M
Technology

Micron Technology Inc

2.06 63M
Technology

Applied Materials Inc

1.77 54M
Technology

Eli Lilly and Co

1.64 50M
Healthcare

NextEra Energy Inc

1.60 49M
Utilities

Sponsor Center