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American Century Fundamental Equity A (AFDAX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Fundamental Equity A (AFDAX) Fund

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Graph of American Century Fundamental Equity A Fund (AFDAX) ManagerFund Manager - Justin J Brown

Fund Manager Information

Fund Manager Tenure: 11.4 years
Similar Funds: AFDBX  AFDCX  AFDIX  AFDRX 
Fund Family: American Century Investments
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of American Century Fundamental Equity A Fund (AFDAX) ProfileAmerican Century Fundamental Equity A Fund (AFDAX) Profile

Fund Profile and Description

American Century Fundamental Equity A Fund seeks long-term capital growth; income is a secondary objective. American Century Fundamental Equity A Fund generally looks for common stocks of companies that the fund’s portfolio managers believe are priced attractively in relation to their earning growth potential and estimated dividend production. It generally invests in larger companies although it may purchase shares in companies of other sizes. American Century Fundamental Equity A Fund also may invest in initial public offerings.

 

American Century Fundamental Equity A (AFDAX) Fund Strength What we like about American Century Fundamental Equity A (AFDAX) Fund

Data for American Century Fundamental Equity A Fund (AFDAX) as of May 30, 2016

  • American Century Fundamental Equity A Fund (AFDAX) management has been with American Century Fundamental Equity A Fund for 11.4 years
  • American Century Fundamental Equity A Fund (AFDAX) has good Long-term performance (5-year return 10.27% vs 10.15% Large Blend category median performance)
  • American Century Fundamental Equity A Fund (AFDAX) ratio of up-years vs down years is greater than 2
  • American Century Fundamental Equity A Fund (AFDAX) has an annual stock turnover rate of 33.00% vs Large Blend average of 53.12%. It is good that American Century Fundamental Equity A management does not trade extensively for its return.
  • American Century Fundamental Equity A Fund (AFDAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.17, lower than category average of 11.67

American Century Fundamental Equity A Fund (AFDAX) Weakness What we are cautious about American Century Fundamental Equity A (AFDAX) Fund

Data for American Century Fundamental Equity A Fund (AFDAX) as of May 30, 2016

  • American Century Fundamental Equity A Fund (AFDAX) has a less-than-ideal short-term performance (1-year return -3.23% vs -1.15% Large Blend category median performance)
  • American Century Fundamental Equity A Fund (AFDAX) has a less-than-ideal mid-term performance (3-year return 8.51% vs 9.43% Large Blend category median performance)
  • American Century Fundamental Equity A Fund (AFDAX) has a Morningstar rating of 3 and below
  • American Century Fundamental Equity A Fund (AFDAX) is less safe compared to its Large Blend peers
  • American Century Fundamental Equity A Fund (AFDAX) has a higher expense ratio of 1.24% than its Large Blend average of 1.02%
  • American Century Fundamental Equity A Fund (AFDAX) carries a 5.75% load
See American Century Fundamental Equity A Fund (AFDAX) performance details as of May 30, 2016

 

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Compare American Century Fundamental Equity A Fund (AFDAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Fundamental Equity A0.81-3.238.5110.27
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare American Century Fundamental Equity A Fund (AFDAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of American Century Fundamental Equity A Fund (AFDAX) Net Asset TrackingAmerican Century Fundamental Equity A (AFDAX) Fund Net Asset

Track net asset change of American Century Fundamental Equity A fund (AFDAX)

DateNet Asset
05/2016$224.71M
03/2016$225.25M
02/2016$217.54M
More historic net asset information on American Century Fundamental Equity A Fund (AFDAX)

  

Graph of American Century Fundamental Equity A Fund (AFDAX) Portfolio TrackingAmerican Century Fundamental Equity A (AFDAX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Fundamental Equity A fund (AFDAX)

DateCashStockBondOther
03/20160.25%99.36%0%0.39%
12/20155.39%94.61%0%0%
09/20150.27%99%0%0.73%
Click here to see more historic asset allocation information on American Century Fundamental Equity A Fund (AFDAX)

 

graph of American Century Fundamental Equity A Fund (AFDAX) Top 10 Position TrackingTop 10 Holdings in American Century Fundamental Equity A (AFDAX) Fund

Discover what American Century Fundamental Equity A Fund (AFDAX) manager is buying

Mar 30, 2016
Apple Inc. [4.23%]
Exxon Mobil Corporation Common [3.98%]
Comcast Corporation [3.66%]
JP Morgan Chase & Co. Common St [3.41%]
Boeing Company (The) Common Sto [2.94%]
CVS Health Corporation Common S [2.82%]
Pepsico, Inc. Common Stock [2.54%]
Target Corporation Common Stock [2.54%]
Home Depot, Inc. (The) Common S [2.47%]
Caterpillar, Inc. Common Stock [2.36%]

Dec 30, 2015
Apple Inc. [3.67%]
JP Morgan Chase & Co. Common St [3.32%]
Exxon Mobil Corporation Common [3.3%]
Visa Inc. [2.73%]
Home Depot, Inc. (The) Common S [2.63%]
Comcast Corporation [2.55%]
Wells Fargo & Company Common St [2.46%]
Johnson & Johnson Common Stock [2.37%]
CVS Health Corporation Common S [2.33%]
Northrop Grumman Corporation Co [2.2%]

Sep 29, 2015
Apple Inc. [4.01%]
Johnson & Johnson Common Stock [3.03%]
JP Morgan Chase & Co. Common St [2.8%]
Exxon Mobil Corporation Common [2.7%]
Pfizer, Inc. Common Stock [2.57%]
Wells Fargo & Company Common St [2.37%]
Comcast Corporation [2.35%]
Citigroup, Inc. Common Stock [2.32%]
Home Depot, Inc. (The) Common S [2.26%]
Visa Inc. [2.2%]
Click here for Stock Holding Change Map in American Century Fundamental Equity A Fund (AFDAX)

  

Latest News on American Century Fundamental Equity A (AFDAX) Fund

See what is happening with American Century Fundamental Equity A Fund (AFDAX)

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American Century Fundamental Equity A Fund (AFDAX) Related ResourcesSee more information on American Century Fundamental Equity A (AFDAX) Fund

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