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American Century Sustainable Equity R AFDRX

Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 50.01  /  +0.60 %
  • Total Assets 4.5 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.35%
  • Turnover 21%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:15 PM GMT+0

Morningstar’s Analysis AFDRX

Will AFDRX outperform in future?

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

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.

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Portfolio Holdings AFDRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.58 374.8 Mil
Technology

Apple Inc

5.13 224.2 Mil
Technology

Alphabet Inc Class A

4.33 189.2 Mil
Communication Services

NVIDIA Corp

3.07 134.2 Mil
Technology

Amazon.com Inc

3.05 133.3 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.87 81.8 Mil
Healthcare

Meta Platforms Inc Class A

1.80 78.6 Mil
Communication Services

Prologis Inc

1.79 78.3 Mil
Real Estate

Visa Inc Class A

1.78 77.6 Mil
Financial Services

The Home Depot Inc

1.68 73.6 Mil
Consumer Cyclical