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American Century Sustainable Equity Fund - Y Class: (MF: AFYDX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$52.65 USD
+0.06 (0.11%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.77 | 40 |
| 3 months | 3.80 | 54 |
| 6 months | 20.48 | 59 |
| 1 Year | 22.13 | 41 |
| 3 Year | 8.24 | 10 |
| 5 Year | 13.78 | 14 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 35.53 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 4/30/2024 | 24.33 |
| % Turnover 4/30/2024 | 21.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.04 | 1.01 | NA |
| Alpha | 0.12 | 0.45 | 0.00 |
| R Squared | 0.98 | 0.99 | NA |
| Std. Dev. | 18.33 | 18.86 | NA |
| Sharpe | 0.38 | 0.71 | NA |
Sector / Country Weightings
| As of 4/30/2024 | % of Portfolio |
|---|---|
| Technology | 39.69 |
| Finance | 15.88 |
| Retail Trade | 11.70 |
| Industrial Cyclical | 8.68 |
| Non-Durable | 5.65 |
| Health | 4.89 |
| Other | 4.73 |
| Consumer Durables | 2.87 |
| Energy | 2.47 |
| Services | 2.16 |
| Utilities | 1.28 |
Portfolio Holdings
| Top Equity Holdings (As of 1/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 9.07 | 390.25 |
| APPLE INC | 4.92 | 211.51 |
| ALPHABET INC CLASS A | 4.34 | 186.91 |
| NVIDIA CORP | 3.82 | 164.15 |
| AMAZON.COM INC | 3.12 | 134.13 |
| META PLATFORMS INC | 1.98 | 85.32 |
| VISA INC | 1.86 | 80.21 |
| UNITEDHEALTH GROUP INC | 1.82 | 78.34 |
| HOME DEPOT INC | 1.71 | 73.79 |
Stock Holding % of Net Assets
| As Of | 1/31/2024 |
| Total Issues | 100 |
| Avg. P/E | 28.55 |
| Avg. P/Book | 3.98 |
| Avg. EPS Growth | 12.77 |
| Avg. Market Value (Mil $) | 504,895 |
Allocation
| % of Portfolio | |
| Large Growth | 41.50 |
| Large Value | 4.86 |
| Small Growth | 12.65 |
| Small Value | 0.00 |
| Foreign Stock | 14.59 |
| Emerging Market | 12.14 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |