Sustainable Equity Fund Quote

AFDIX Fund  USD 54.87  0.37  0.68%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Sustainable Equity is trading at 54.87 as of the 21st of July 2025; that is 0.68 percent up since the beginning of the trading day. The fund's open price was 54.5. Sustainable Equity has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. More on Sustainable Equity Fund

Moving together with Sustainable Mutual Fund

  0.81AMDVX Mid Cap ValuePairCorr
  0.86AMEIX Equity GrowthPairCorr
  0.85AMGIX Income GrowthPairCorr
  0.86AMKIX Emerging MarketsPairCorr

Sustainable Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Blend Funds, Large Blend, American Century Investments, Large Blend, Large Blend (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Sustainable Equity Fund [AFDIX] is traded in USA and was established 21st of July 2025. Sustainable Equity is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Century Investments family. This fund presently has accumulated 4.38 B in assets under management (AUM) with no minimum investment requirementsSustainable Equity is currently producing year-to-date (YTD) return of 2.7% with the current yeild of 0.01%, while the total return for the last 3 years was 15.98%.
Check Sustainable Equity Probability Of Bankruptcy

Instrument Allocation

Top Sustainable Equity Fund Mutual Fund Constituents

PRUPrudential FinancialStockFinancials
BAThe BoeingStockIndustrials
HDHome DepotStockConsumer Discretionary
VVisa Class AStockFinancials
TSLATesla IncStockConsumer Discretionary
PYPLPayPal HoldingsStockFinancials
PLDPrologisStockReal Estate
PGProcter GambleStockConsumer Staples
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Sustainable Equity Top Holders

AORSXOne Choice PortfolioMutual FundAllocation--30% to 50% Equity
AORMXOne Choice PortfolioMutual FundAllocation--50% to 70% Equity
AONIXOne Choice PortfolioMutual FundAllocation--15% to 30% Equity
AOVIXOne Choice PortfolioMutual FundAllocation--85%+ Equity
AOMIXOne Choice PortfolioMutual FundAllocation--50% to 70% Equity
AORVXOne Choice PortfolioMutual FundAllocation--85%+ Equity
AOGIXOne Choice PortfolioMutual FundAllocation--70% to 85% Equity
AOCIXOne Choice PortfolioMutual FundAllocation--30% to 50% Equity
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Sustainable Equity Risk Profiles

Sustainable Equity Against Markets

Other Information on Investing in Sustainable Mutual Fund

Sustainable Equity financial ratios help investors to determine whether Sustainable Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sustainable with respect to the benefits of owning Sustainable Equity security.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Volatility Analysis
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