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American Century Sustainable Equity Fund - R Class: (MF: AFDRX)

(NASDAQ Mutual Funds) As of Apr 9, 2021 08:00 PM ET

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$41.68 USD

+0.39 (0.95%)

Zacks MF Rank More Info

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

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Latest Performance as of Feb 28, 2021

Total Return %* Percentile Rank Objective
YTD 1.26 70
3 months 4.84 75
6 months 8.23 78
1 Year 31.12 57
3 Year 13.53 50
5 Year 16.76 45
10 Year 12.75 41

* Annual for three years and beyond.

Zacks Premium Research for AFDRX

Zacks MF Rank More Info

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 13.67
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 2/28/2021 12.01
%Turnover 2/28/2021 36.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.01 1.00
Alpha -0.55 -0.11 -0.62
R Squared 0.99 0.99 0.99
Std. Dev. 18.61 15.26 13.69
Sharpe 0.75 1.10 1.00

Sector / Country Weightings

As of 2/28/2021 % of Portfolio
Technology 31.92
Finance 14.83
Non-Durable 11.24
Retail Trade 10.38
Industrial Cyclical 8.00
Other 7.15
Health 5.76
Services 4.33
Consumer Durables 3.31
Utilities 2.20
Energy 0.88

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2020)
% of Portfolio Value (Mil$)
MICROSOFT CORP 7.03 192.16
APPLE INC 6.19 169.08
AMAZON COM INC 4.84 132.34
ALPHABET INC CLASS A 3.70 101.23
PROCTER & GAMBLE CO 2.24 61.09
PROLOGIS INC 2.21 60.49
NEXTERA ENERGY INC 2.20 60.15
FACEBOOK INC 2.12 58.03
HOME DEPOT INC 2.04 55.73

Stock Holding % of Net Assets

As Of 10/31/2020
Total Issues 94
Avg. P/E 29.04
Avg. P/Book 3.96
Avg. EPS Growth 10.99
Avg. Market Value (Mil $) 312,260

Allocation

% of Portfolio
Large Growth 59.59
Large Value 32.37
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 1.40
Intermediate Bond 0.00
Foreign Bond 4.33
High Yield Bond 0.00