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Morningstar

American Century Focused Global Gr R6 AGGDX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 11.62  /  −0.51 %
  • Total Assets 600.5 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.70%
  • Turnover 79%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis AGGDX

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

  • People Pillar

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

A strong management team and sound investment process underpin American Century Focused Global Gr R6's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGGDX

More AGGDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.80 43.1 Mil
Technology

NVIDIA Corp

5.83 37.0 Mil
Technology

Amazon.com Inc

4.97 31.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.03 25.6 Mil
Communication Services

ASML Holding NV

3.36 21.3 Mil
Technology

Novo Nordisk A/S Class B

3.35 21.2 Mil
Healthcare

Mastercard Inc Class A

3.12 19.8 Mil
Financial Services

Progressive Corp

2.97 18.8 Mil
Financial Services

AstraZeneca PLC

2.96 18.8 Mil
Healthcare

AXA SA

2.85 18.1 Mil
Financial Services