Nasdaq - Delayed Quote USD

American Century Sustainable Equity R6 (AFEDX)

53.03 -0.89 (-1.65%)
At close: September 6 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.97%
5y Average Return 14.26%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Sep 5, 2024) 29.01%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 29.01%
Worst 3Y Total Return 7.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AFEDX
Category
YTD
17.12%
5.31%
1-Month
2.29%
-4.19%
3-Month
5.99%
3.90%
1-Year
24.69%
20.31%
3-Year
7.68%
6.48%
5-Year
15.28%
11.78%
10-Year
12.35%
10.96%
Last Bull Market
26.51%
25.56%
Last Bear Market
-16.76%
-15.11%

Annual Total Return (%) History

Year
AFEDX
Category
2024
--
--
2023
24.65%
22.32%
2022
-19.24%
-16.96%
2021
29.01%
26.07%
2020
19.71%
15.83%
2019
--
28.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.05% 2.59% -- --
2023 6.99% 7.62% -3.23% 11.86%
2022 -6.93% -16.76% -4.42% 9.07%
2021 5.34% 8.90% 0.86% 11.50%
2020 -18.93% 21.37% 9.29% 11.32%
2019 2.30% 9.79% -- --

Rank in Category (By Total Return)

YTD 60
1-Month 54
3-Month 75
1-Year 60
3-Year 61
5-Year 40

Load Adjusted Returns

1-Year 24.69%
3-Year 7.68%
5-Year 15.28%
10-Year 12.35%

Performance & Risk

YTD Return 13.97%
5y Average Return 14.26%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Century Investments
Net Assets 4.67B
YTD Return 17.12%
Yield 1.04%
Morningstar Rating
Inception Date Jul 29, 2005

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.

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