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American Century Sustainable Equity I AFEIX

Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 49.40  /  −0.92 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.96%
  • Turnover 21%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis AFEIX

Will AFEIX 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 AFEIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.72 405.8 Mil
Technology

NVIDIA Corp

5.30 246.6 Mil
Technology

Apple Inc

4.06 188.9 Mil
Technology

Alphabet Inc Class A

3.96 184.2 Mil
Communication Services

Amazon.com Inc

3.32 154.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.37 110.2 Mil
Communication Services

Visa Inc Class A

1.73 80.5 Mil
Financial Services

The Home Depot Inc

1.69 78.8 Mil
Consumer Cyclical

JPMorgan Chase & Co

1.68 78.4 Mil
Financial Services

UnitedHealth Group Inc

1.65 76.8 Mil
Healthcare