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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Fund Manager - Justin J Brown

Fund Manager Information

Fund Manager Tenure: 12.1 years
Similar 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 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 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 12.1 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

See American Century Fundamental Equity Inv Fund (AFDIX) performance details as of May 30, 2016

 

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%

 

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

More historic net asset information on American Century Fundamental Equity Inv Fund (AFDIX)

  

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%

Click here to see more historic asset allocation information on American Century Fundamental Equity Inv Fund (AFDIX)

 

Top 10 Holdings in American Century Fundamental Equity Inv (AFDIX) Fund

Discover what American Century Fundamental Equity Inv Fund (AFDIX) 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 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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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