Mutual fund
American Century Sustainable Equity Fund
TickerAFDAXsocially responsible
Fund manager
American Century Investments
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
94.2
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 143 out of 2,466 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Procter & Gamble Co
    1% of assets
    $41.99M invested
  • 2. S&P Global Inc
    0.57% of assets
    $23.71M invested
  • 3. Cummins Inc
    0.83% of assets
    $34.64M invested
  • 4. JPMorgan Chase & Co
    1.44% of assets
    $60.33M invested
  • 5. Accenture PLC Class A
    1.08% of assets
    $45.46M invested
  • 6. Bank of America Corp
    0.91% of assets
    $38.07M invested
  • 7. Meta Platforms Inc Class A
    1.35% of assets
    $56.6M invested
  • 8. Mondelez International Inc Class A
    0.89% of assets
    $37.37M invested
  • 9. Verizon Communications Inc
    1.32% of assets
    $55.48M invested
  • 10. American Express Co
    0.54% of assets
    $22.5M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Generac Holdings Inc
    0.12% of assets
    $5.21M invested
  • 2. LKQ Corp
    0.35% of assets
    $14.67M invested
  • 3. Cadence Design Systems Inc
    0.48% of assets
    $19.98M invested
  • 4. Liberty Formula One Group Registered Shs Series -C- Formula One
    0.2% of assets
    $8.31M invested
  • 5. Charles Schwab Corp
    0.23% of assets
    $9.67M invested
  • 6. Parker Hannifin Corp
    0.39% of assets
    $16.49M invested
  • 7. Linde PLC
    1.46% of assets
    $61.08M invested
  • 8. Advanced Micro Devices Inc
    0.83% of assets
    $34.86M invested
  • 9. Masco Corp
    0.45% of assets
    $19.06M invested
  • 10. Costco Wholesale Corp
    0.62% of assets
    $26.13M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on AFDAX at Morningstar.com
Gender Equality and Returns
Returns chart for American Century Sustainable Equity Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
AFDAX
American Century Sustainable Equity Fund
Family
American Century Investments
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.74% less  in annualized returns
Higher overall gender equality score 
2 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
AFDAX
American Century Sustainable Equity Fund
Family
American Century Investments
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.74% less  in annualized returns
Higher overall gender equality score 
2 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
AFDAX
American Century Sustainable Equity Fund
Family
American Century Investments
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.74% less  in annualized returns
Higher overall gender equality score 
2 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
AFDAX - American Century Sustainable Equity Fund
2.45%
13%
11%
11%
55  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
2.63%
14%
11%
12%
53  / 100 points
Fund compared to benchmark
 
-0.18%
-1.24%
-0.67%
-0.74%
2  / 100 points higher
Find more financial data on AFDAX at Morningstar.com
What's next?
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