Lower conviction in American Century Large Cap’s approach leads to a Process Pillar rating downgrade. This strategy’s mutual fund changed its name from American Century Sustainable Equity in December 2024.
American Century Large Cap Equity Fund R Class AFDRX
- NAV / 1-Day Return 48.67 / −1.86 %
- Total Assets 3.0B
-
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 Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 44%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis AFDRX
Will AFDRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.87 | 228M | Technology |
Microsoft Corp | 6.13 | 178M | Technology |
Alphabet Inc Class A | 5.86 | 170M | Communication Services |
Apple Inc | 4.79 | 139M | Technology |
Amazon.com Inc | 3.36 | 97M | Consumer Cyclical |
Broadcom Inc | 3.01 | 87M | Technology |
NextEra Energy Inc | 1.90 | 55M | Utilities |
Meta Platforms Inc Class A | 1.75 | 51M | Communication Services |
Mastercard Inc Class A | 1.65 | 48M | Financial Services |
JPMorgan Chase & Co | 1.55 | 45M | Financial Services |
United States