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American Century Sustainable Equity R6 (AFEDX)
At close: 8:05 AM EST
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 16.95% |
| 5y Average Return | 14.00% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AFEDX | Category Average | AFEDX | Category Average | AFEDX | Category Average | |
| Alpha | -1.66 | -0.01 | -0.7 | -0.01 | -0.66 | -0.01 |
| BETA | 1.02 | 0.01 | 1.01 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.94 | 0.01 | 1.33 | 0.01 | 1.1 | 0.01 |
| R-squared | 98.98 | 0.94 | 99.18 | 0.95 | 98.65 | 0.95 |
| Standard Deviation | 17.9 | 0.17 | 18.24 | 0.19 | 15.52 | 0.15 |
| Sharpe Ratio | 0.42 | 0 | 0.74 | 0.01 | 0.74 | 0.01 |
| Treynor Ratio | 6.2 | 0.03 | 12.68 | 0.1 | 10.87 | 0.1 |
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