Sustainable Equity is trading at 53.99 as of the 19th of July 2025; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 53.62. 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 20th of April 2025 and ending today, the 19th 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
Sustainable Equity Fund [AFDRX] is traded in USA and was established 19th 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 281.98 M in assets under management (AUM) with minimum initial investment of 2.5 K. Sustainable Equity is currently producing year-to-date (YTD) return of 2.66% with the current yeild of 0.0%, while the total return for the last 3 years was 15.49%.
Check Sustainable Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sustainable Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sustainable Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sustainable Equity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sustainable Equity Fund Mutual Fund Constituents
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.