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10 important things you should know about American Century Investments AFDIX mutual fund

Updated: September 09, 2021
71
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

Before we start: if you’re looking for AFDIX “stock” price, you can quickly find it out by visiting Finny and typing "AFDIX quote". If you’re looking for a quick scoop on AFDIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AFDIX". You’ll get all this info in one place.

Are you looking to buy or sell AFDIX? Or perhaps you’re looking for AFDIX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AFDIX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AFDIX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AFDIX buy or sell; the pros and cons of investing in AFDIX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AFDIX.

And here is the list of questions we’ll answer:

  1. Describe American Century Mutual Funds, Inc: Sustainable Equity Fund; Investor Class Shares (AFDIX).
  2. What are AFDIX holdings?
  3. What is AFDIX performance? What are AFDIX historical returns?
  4. What is AFDIX dividend yield?
  5. What is AFDIX minimum initial investment amount?
  6. Does AFDIX have any sales loads or 12b-1 distribution expenses?
  7. What is AFDIX Finny Score? AFDIX buy or sell?
  8. What are the pros of investing in AFDIX? What are AFDIX buy reasons?
  9. What are the cons of investing in AFDIX? What are AFDIX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century Mutual Funds, Inc: Sustainable Equity Fund; Investor Class Shares (AFDIX).

The Fund seeks long-term capital growth. Income is a secondary objective. The Fund generally looks for common stocks that the Fund's manager believes are attractively priced relative to the companies' earnings growth potential and dividend yields.

2. What are AFDIX top holdings?

AFDIX has 95 stock holdings and 0 bond holdings.

The top 10 holdings represent 34.39% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 7.14%
Apple Inc AAPL 6.46%
Amazon.com Inc AMZN 4.78%
Alphabet Inc A GOOGL 3.34%
Future on S&P 500 Dec20 N/A 2.37%
Procter & Gamble Co PG 2.15%
Prologis Inc PLD 2.14%
The Home Depot Inc HD 2.02%
Facebook Inc A FB 2.01%
NextEra Energy Inc NEE 1.98%

3. What is AFDIX performance? What are AFDIX historical returns?

AFDIX has generated the following returns:

  • 1-month return is 3.06%;
  • 3-month return is 9.56%;
  • 1-year return is 9.56%;
  • 3-year return is 19.00%;
  • 5-year return is 18.95%;
  • 10-year return is 16.72%;
  • 15-year return is 11.56%.

4. What is AFDIX dividend yield?

AFDIX yield is 0.33%.

5. What is AFDIX minimum initial investment amount?

AFDIX minimum initial investment amount is $3.00K.

6. Does AFDIX have any sales loads or 12b-1 distribution expenses?

AFDIX 12b-1 distribution fee is 0. AFDIX front-end sales load is 0. AFDIX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

8. What are the pros of investing in AFDIX? What are AFDIX buy reasons?

The following are AFDIX strengths from our perspective:

  • AFDIX 3-year return is 19%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 18.19%.
  • AFDIX 5-year return is 18.95%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 17.99%.
  • AFDIX 10-year return is 16.72%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 16.81%.
  • AFDIX 15-year return is 11.56%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 10.89%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in AFDIX? What are AFDIX negatives?

The following are AFDIX weaknesses from our perspective:

  • AFDIX net assets are $798.70 million. This fund is not a popular choice with retail investors.
  • AFDIX expense ratio is 0.79%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the AFDIX review, we covered AFDIX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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