AFDIX : American Century Sustainable Equity Fund Investor Class

AFDIX is a US Stocks Market Large Blend with MODERATE fees.

AFDIX

American Century Sustainable Equity Fund Investor Class

FI Score

57 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

7 /10

Category Score

10 /10

Market Size

7 /10

57% FI Score
  • afdix
  • Mutual Fund
  • US Stocks
  • Large Blend

American Century Sustainable Equity Fund Investor Class

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth; income is a secondary objective. The fund will invest at least 80% of its net assets in equity securities. It will generally invest in larger-sized companies using a quantitative model that combines fundamental measures of a stock's value and growth potential. To measure value, the managers may use ratios of stock price-to-earnings and stock price-to-cash flow, among others. To measure growth, the managers may use the rate of growth of a company's earnings and cash flow and changes in its earnings estimates, as well as other factors. The managers also take ESG factors into account in making investment decisions.

Largest Holdings

Amount Holding
7.53% Microsoft Corp
4.77% Apple Inc
3.98% Amazon.com Inc
3.90% Alphabet Inc A
2.59% NextEra Energy Inc
2.50% Prologis Inc
2.27% Bank of America Corp
2.21% Procter & Gamble Co
1.89% PepsiCo Inc
1.87% The Home Depot Inc
1.78% Merck & Co Inc
1.78% Verizon Communications Inc
1.68% Visa Inc Class A
1.68% JPMorgan Chase & Co
1.60% Facebook Inc A
1.43% UnitedHealth Group Inc
1.38% Mastercard Inc A
1.37% Medtronic PLC
1.32% The Walt Disney Co
1.32% Bristol-Myers Squibb Company
1.31% Nike Inc B
1.28% Cisco Systems Inc
1.25% Honeywell International Inc
1.25% NVIDIA Corp
1.21% Intel Corp

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