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American Century Sustainable Equity Inv (AFDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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51.99-0.45 (-0.86%)
At close: 08:01PM EDT

American Century Sustainable Equity Inv

Kansas City, MO 64111

4500 Main Street

American Century Mutual Funds, Inc.

8165315575
Management Information
Robert J Bove,Lead Manager since December 30, 2008
Rob co-manages the U.S. Sustainable Large Cap Core strategy and provides fundamental research and equity analysis on the health care and consumer staples sectors for this strategy as well as the U.S. Large Cap Growth strategy. He has been a member of the team since joining the firm in 2005. Previously, he was an analyst for U.S. Trust Company of New York with responsibilities that included health care sector coverage. Rob has worked in the investment industry since 1994. He earned a bachelor's degree in accounting from Villanova University and a master's degree in business administration with a concentration in finance from New York University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyAmerican Century Investments
Net Assets4.4B
YTD Return5.67%
Yield0.82%
Morningstar Rating★★★★
Inception DateApr 9, 2017

Fund Operations

Last Dividend0.41
Last Cap Gain23.00
Holdings Turnover21.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAFDIXCategory Average
Annual Report Expense Ratio (net)0.59%0.78%
Prospectus Net Expense Ratio0.59%N/A
Prospectus Gross Expense Ratio0.59%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A