Morningstar

American Century Focused Global Growth Fund R5 Class AGFGX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $12.08  /  −0.08 %
  • Fund Size $506.8M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.26%
  • Turnover Ratio 68%
NAV and 1-Day Return as of

Morningstar’s Analysis AGFGX

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

  • People Pillar

    The People Pillar is our evaluation of the AGFGX 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 AGFGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stable team and refined execution, though market headwinds persist.

Senior Analyst Shamir Popat

Shamir Popat

Senior Analyst

Summary

Z Series Concentrated Global Growth continues to benefit from a skilled and self-aware investment team at American Century, applying a differentiated growth-inflection process that remains intact despite recent challenges. While the retirement of long-standing portfolio manager Keith Creveling in March 2026 marks a notable transition point, we view succession as credible, with Brent Puff and Ted Harlan now formally leading the strategy within an established and collaborative framework.

by Shamir Popat
Rated on Published on

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Portfolio Holdings AGFGX

More AGFGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.86 35M
Technology

Alphabet Inc Class A

5.05 26M
Communication Services

Microsoft Corp

4.77 24M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.72 24M
Technology

Amazon.com Inc

4.20 22M
Consumer Cyclical

Eli Lilly and Co

3.63 19M
Healthcare

Mastercard Inc Class A

3.36 17M
Financial Services

Chevron Corp

3.16 16M
Energy

Sumitomo Mitsui Financial Group Inc

3.04 16M
Financial Services

Meta Platforms Inc Class A

2.77 14M
Communication Services

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