American Century Sustainable Equity Fund | Gender equality score

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

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

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Find more financial data on AFDAX at Morningstar.com

Gender Equality and Returns

Returns chart for American Century Sustainable Equity Fund

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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

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Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

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

Performance as of date: 4/30/23

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
AFDAX - American Century Sustainable Equity Fund

2.45%

13%

11%

55 / 100 points

Benchmark

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

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