Mutual Funds - Profile

American Century Sustainable Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks primarily capital appreciation and secondarily current income by investing in large-size companies in the United States.

The investment process is designed to highlight companies that demonstrate value and growth characteristics.

Next, the research process focuses on a company’s valuation multiples on the basis of earnings and cash flow.

The team also measures growth in terms of a company’s earnings and cash flow growth and changes in its earnings estimates.

In addition, the process also considers price momentum, business fundamentals and corporate behaviors when evaluating companies.

The portfolio is constructed of stocks that More

Price

  • Last Close
  • $45.23
    -0.87
  • 52 Week HL
  • $47.25 - $33.49
  • Net Assets
  • $3600 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Mar 24, 2021

Company Holding
Microsoft Corporation 6.65
Apple Inc 6.39
Amazon Com 4.47
Alphabet Inc 3.46
Walt Disney 2.35
Company Holding
NextEra Energy 2.00
Prologis Inc 1.83
Home Depot 1.75
PayPal Holdings 1.58
Bank Of 1.58
Total 32.06%

Manager

  • Name
  • Gregory Woodhams
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
17 % YTD

  • 3 Year
  • 79.28%
  • 5 Year
  • 132.75%
  • Best
  • 32.98%
    2019
  • Worst
  • -35.42%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
AFDIX 20%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 5.3% -19% 13.5% 0.1% 5.3% -0.4% 0.8% 1.5% 10.8% 12.9% -
Q2 8.8% 21.2% 3.9% 3.8% 4.7% 0.6% - 4.7% 3.7% -4.7% -
Q3 0.8% 9.2% 1.3% 8.2% 5% 5.6% -7.6% 1.3% 4.1% 6.4% -
Q4 1.4% 10.7% 9% -13.6% 8.2% 3% 5.6% 6% 10.2% -0.5% -

Returns +
M

J F M A M J J A S O N D
2021 -1.3% 2.7% 3.9% 5.6% 0.3% 2.7% 2.7% 3.3% -5.1% 1.4% - -
2020 - -8.3% -11.7% 12.3% 5% 2.9% 5.4% 7.7% -3.7% -3.2% 10.9% 3.2%

Annual Return

Index Comparison

Alpha

NAV