American Century Sustainable Equity features a cautious but flexible strategy. It maintains its pillar scores of Average for People and Above Average for Process.
American Century Sustainable Equity A AFDAX
- NAV / 1-Day Return 55.16 / +0.04 %
- Total Assets 4.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.52%
- Turnover 21%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 PM GMT+0
Morningstar’s Analysis AFDAX
Will AFDAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.67 | 400.1 Mil | Technology |
NVIDIA Corp | 7.01 | 323.7 Mil | Technology |
Apple Inc | 6.38 | 294.6 Mil | Technology |
Alphabet Inc Class A | 4.53 | 209.3 Mil | Communication Services |
Amazon.com Inc | 3.59 | 165.9 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.39 | 110.4 Mil | Communication Services |
UnitedHealth Group Inc | 1.79 | 82.6 Mil | Healthcare |
JPMorgan Chase & Co | 1.65 | 76.4 Mil | Financial Services |
Visa Inc Class A | 1.58 | 73.1 Mil | Financial Services |
The Home Depot Inc | 1.48 | 68.3 Mil | Consumer Cyclical |