Nasdaq - Delayed Quote USD

American Century Sustainable Equity Inv (AFDIX)

56.66 -0.15 (-0.26%)
As of 8:06 AM EDT. Market Open.
Loading Chart for AFDIX
DELL
  • Previous Close 56.81
  • YTD Return 18.86%
  • Expense Ratio 0.79%
  • Category Large Blend
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.71B
  • Beta (5Y Monthly) 1.02
  • Yield 0.73%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.41
  • Inception Date Jul 29, 2005

The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. 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.

American Century Investments

Fund Family

Large Blend

Fund Category

4.71B

Net Assets

2005-07-29

Inception Date

Performance Overview: AFDIX

View More

Trailing returns as of 10/21/2024. Category is Large Blend.

YTD Return

AFDIX
18.86%
Category
5.31%
?

1-Year Return

AFDIX
32.84%
Category
20.31%
?

3-Year Return

AFDIX
9.80%
Category
6.48%
?

5-Year Return

AFDIX
14.85%
Category
11.78%
?

People Also Watch

Holdings: AFDIX

View More

Top 10 Holdings (38.30% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 7.98%
AAPL
Apple Inc. 7.02%
NVDA
NVIDIA Corporation 6.59%
GOOGL
Alphabet Inc. 3.94%
AMZN
Amazon.com, Inc. 3.31%
META
Meta Platforms, Inc. 2.50%
UNH
UnitedHealth Group Incorporated 1.96%
NEE
NextEra Energy, Inc. 1.74%
HD
The Home Depot, Inc. 1.66%
JPM
JPMorgan Chase & Co. 1.60%

Sector Weightings

Recent News: AFDIX

View More

Research Reports: AFDIX

View More

Top Mutual Funds