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American Century Fundamental Equity Inv (AFDIX) Fund Ranking and Research
Ranking, Research and Recommendation of American Century Fundamental Equity Inv (AFDIX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Justin J Brown
Fund Manager Information
Fund Manager Tenure: 11.5 yearsSimilar Funds: AFDAX AFDBX AFDCX AFDRX AFEIX
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?)
American Century Fundamental Equity Inv Fund (AFDIX) Profile
Fund Profile and Description
American Century Fundamental Equity Inv Fund seeks long-term capital growth; income is a secondary objective. American Century Fundamental Equity Inv Fund generally looks for common stocks of companies that the fundâs 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 Inv Fund also may invest in initial public offerings.
What we like about American Century Fundamental Equity Inv (AFDIX) Fund
Data for American Century Fundamental Equity Inv Fund (AFDIX) as of May 30, 2016
- American Century Fundamental Equity Inv Fund (AFDIX) management has been with American Century Fundamental Equity Inv Fund for 11.5 years
- American Century Fundamental Equity Inv Fund (AFDIX) has good Long-term performance (5-year return 10.55% vs 10.15% Large Blend category median performance)
- American Century Fundamental Equity Inv Fund (AFDIX) ratio of up-years vs down years is greater than 2
- American Century Fundamental Equity Inv Fund (AFDIX) has a Morningstar rating of 4 and above
- American Century Fundamental Equity Inv Fund (AFDIX) has an annual stock turnover rate of 33.00% vs Large Blend average of 52.64%. It is good that American Century Fundamental Equity Inv management does not trade extensively for its return.
- American Century Fundamental Equity Inv Fund (AFDIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.15, lower than category average of 11.67
- American Century Fundamental Equity Inv Fund (AFDIX) has a lower expense ratio than its Large Blend average: 0.99% vs 1.02%
- American Century Fundamental Equity Inv Fund (AFDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about American Century Fundamental Equity Inv (AFDIX) Fund
Data for American Century Fundamental Equity Inv Fund (AFDIX) as of May 30, 2016
- American Century Fundamental Equity Inv Fund (AFDIX) has a less-than-ideal short-term performance (1-year return -2.98% vs -1.15% Large Blend category median performance)
- American Century Fundamental Equity Inv Fund (AFDIX) has a less-than-ideal mid-term performance (3-year return 8.79% vs 9.43% Large Blend category median performance)
- American Century Fundamental Equity Inv Fund (AFDIX) is less safe compared to its Large Blend peers
What do you think?
Compare with other top Large Blend category mutual funds
Aadditional top Large Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
American Century Fundamental Equity Inv | 0.90 | -2.98 | 8.79 | 10.55 | |
Bright Rock Quality Large Cap Instl (BQLCX) | 7.75 | 5.98 | 10.46 | 11.67 | Compare |
Fidelity Spartan Total Market Index F (FFSMX) | 3.37 | 0.14 | 10.45 | 11.10 | Compare |
Voya Russell Large Cap Index Port S2 (IRLUX) | 2.55 | 1.29 | 10.39 | 11.09 | Compare |
See top fund managers for Large Blend Category Funds
Compare with Large Blend category ETFs
Some Large Blend ETFs for your consideration
ETF | Year to Date | One Year | Three 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% |
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American Century Fundamental Equity Inv (AFDIX) Fund Net Asset
Track net asset change of American Century Fundamental Equity Inv fund (AFDIX)
Date | Net Asset |
05/2016 | $224.71M |
03/2016 | $225.25M |
02/2016 | $217.54M |
American Century Fundamental Equity Inv (AFDIX) Fund Portfolio Allocation
Track portfolio allocation change of American Century Fundamental Equity Inv fund (AFDIX)
Date | Cash | Stock | Bond | Other |
03/2016 | 0.25% | 99.36% | 0% | 0.39% |
12/2015 | 5.39% | 94.61% | 0% | 0% |
09/2015 | 0.27% | 99% | 0% | 0.73% |
Top 10 Holdings in American Century Fundamental Equity Inv (AFDIX) Fund
Discover what American Century Fundamental Equity Inv Fund (AFDIX) manager is buying
Click here for Stock Holding Change Map in American Century Fundamental Equity Inv Fund (AFDIX)
Latest News on American Century Fundamental Equity Inv (AFDIX) Fund
See what is happening with American Century Fundamental Equity Inv Fund (AFDIX)
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See more information on American Century Fundamental Equity Inv (AFDIX) Fund
Popular pages on American Century Fundamental Equity Inv (AFDIX) Fund
- American Century Fundamental Equity Inv (AFDIX) Fund Research and Recommendation
- American Century Fundamental Equity Inv (AFDIX) Fund Performance Data
- American Century Fundamental Equity Inv (AFDIX) Fund Manager Information
- Historic American Century Fundamental Equity Inv (AFDIX) Fund Asset Allocation Report
- Historic American Century Fundamental Equity Inv (AFDIX) Fund Top 10 Holding Tracking
- Historic American Century Fundamental Equity Inv (AFDIX) Fund Asset Under Management Tracking