American Century Sustainable Equity Fund

Shareclass
American Century Sustainable Equity A (AFDAX)
Type
Open-end mutual fund
Sustainability mandate
Gender equality score
Gender equality score

56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
90.8
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 235 out of 2,530 funds


See more funds from this group
 All funds
 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
10/30
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
    0.83% of assets
    $38.73M invested
  • 2. Mastercard Inc Class A
    0.84% of assets
    $39.48M invested
  • 3. Bank of America Corp
    0.89% of assets
    $41.83M invested
  • 4. Xylem Inc
    0.58% of assets
    $27.31M invested
  • 5. Cummins Inc
    0.79% of assets
    $37.19M invested
  • 6. JPMorgan Chase & Co
    1.6% of assets
    $75.14M invested
  • 7. Accenture PLC Class A
    0.77% of assets
    $35.91M invested
  • 8. Uber Technologies Inc
    0.6% of assets
    $28.05M invested
  • 9. PepsiCo Inc
    1.12% of assets
    $52.51M invested
  • 10. Novo Nordisk AS Class B
    0.6% of assets
    $28.2M 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. Saia Inc
    0.15% of assets
    $7.04M invested
  • 2. CrowdStrike Holdings Inc Class A
    0.34% of assets
    $15.84M invested
  • 3. Broadcom Inc
    1.08% of assets
    $50.39M invested
  • 4. YETI Holdings Inc
    0.28% of assets
    $12.94M invested
  • 5. Liberty Formula One Group Registered Shs Series -C- Formula One
    0.14% of assets
    $6.41M invested
  • 6. Costco Wholesale Corp
    0.8% of assets
    $37.34M invested
  • 7. Applied Materials Inc
    0.81% of assets
    $37.86M invested
  • 8. Parker Hannifin Corp
    0.76% of assets
    $35.71M invested
  • 9. Linde PLC
    1.1% of assets
    $51.68M invested
  • 10. NextEra Energy Inc
    1.74% of assets
    $81.34M 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: 11/30/24
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 
1.16% less  in annualized returns
Higher overall gender equality score 
1 / 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: 11/30/24
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 
1.16% less  in annualized returns
Higher overall gender equality score 
1 / 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: 11/30/24
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 
1.16% less  in annualized returns
Higher overall gender equality score 
1 / 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
28%
8.29%
14%
12%
56  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
55  / 100 points
Fund compared to benchmark
 
-5.46%
-3.12%
-1.83%
-1.16%
1  / 100 points higher
Find more financial data on AFDAX at Morningstar.com
What's next?
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