American Century Sustainable Equity Fund

Shareclass
American Century Sustainable Equity A (AFDAX)
Type
Open-end mutual fund
Sustainability mandate
Military weapon grade: Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
How we track weapon investments
D
$128.01 MILLION
Military weapons
4
military weapon stocks found
2.73%
of assets flagged
Data as of 30 Sep 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
4
holdings
$128.01M
invested
2.73%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
3
holdings
$92.3M
invested
1.97%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
1
holdings
$17.42M
invested
0.37%
of portfolio
Military weapon companies
4 holdings
4 holdings
  • 1.  Eaton Corp PLC
    Nuclear weapons
    $44.13M
    0.94%
  • 2.  Parker Hannifin Corp
    $35.71M
    0.76%
  • 3.  Honeywell International Inc
    Nuclear weapons
    $30.76M
    0.66%
  • 4.  Lockheed Martin Corp
    Nuclear weaponsControversial weapons
    $17.42M
    0.37%
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

American Century Sustainable Equity Fund earns a D grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on AFDAX at Morningstar.com
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
Less invested in military weapons 
0.26% less invested
Less invested in major military contractors 
0.26% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.31% less invested
Less invested in manufacturers of controversial weapons 
0.38% less invested
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
Less invested in military weapons 
0.26% less invested
Less invested in major military contractors 
0.26% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.31% less invested
Less invested in manufacturers of controversial weapons 
0.38% less invested
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
Less invested in military weapons 
0.26% less invested
Less invested in major military contractors 
0.26% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.31% less invested
Less invested in manufacturers of controversial weapons 
0.38% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
AFDAX - American Century Sustainable Equity Fund
28%
8.29%
14%
12%
2.73% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
2.99% 
Fund compared to benchmark
 
-5.46%
-3.12%
-1.83%
-1.16%
0.26%  lower
Find more financial data on AFDAX at Morningstar.com
What's next?
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Get started with our action toolkit
Action toolkit
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