American Century Sustainable Equity Fund

Shareclass
American Century Sustainable Equity A (AFDAX)
Type
Open-end mutual fund
Sustainability mandate
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$1.1 BILLION
Prison industrial complex
13
flagged holdings
25%
of assets flagged
Data as of 31 Dec 2023
Flagged investments:
$1.1 BILLION, 25% of assets
Higher risk:
$20.9 MILLION, 0.48% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
6
holdings
$677.58M
invested
16%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
12
holdings
$1.07B
invested
24%
of portfolio
All flagged holdings
13 holdings
13 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $374.8M
    8.58%
  • 2.  Alphabet Inc Class A
    Border industry
    $189.23M
    4.33%
  • 3.  Amazon.com Inc
    Prison industryBorder industry
    $133.33M
    3.05%
  • 4.  JPMorgan Chase & Co
    Prison industryBorder industry
    $68.78M
    1.57%
  • 5.  Salesforce Inc
    Border industry
    $50.76M
    1.16%
Higher risk
Private prison operator
See all
American Century Sustainable Equity Fund $AFDAX is 25% ($1.1 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on AFDAX at Morningstar.com
Current fund
AFDAX
American Century Sustainable Equity Fund
Family
American Century Investments
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.63% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.18% less invested
Less invested in higher risk companies, border industry 
0.74% less invested
Less invested in higher risk companies 
0.74% less invested
Less invested in all screened prison industry companies 
2.18% less invested
More invested in all screened border industry companies 
3.02% more invested
More invested in all screened companies 
0.17% more invested
Current fund
AFDAX
American Century Sustainable Equity Fund
Family
American Century Investments
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.63% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.18% less invested
Less invested in higher risk companies, border industry 
0.74% less invested
Less invested in higher risk companies 
0.74% less invested
Less invested in all screened prison industry companies 
2.18% less invested
More invested in all screened border industry companies 
3.02% more invested
More invested in all screened companies 
0.17% more invested
Current fund
AFDAX
American Century Sustainable Equity Fund
Family
American Century Investments
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.63% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.18% less invested
Less invested in higher risk companies, border industry 
0.74% less invested
Less invested in higher risk companies 
0.74% less invested
Less invested in all screened prison industry companies 
2.18% less invested
More invested in all screened border industry companies 
3.02% more invested
More invested in all screened companies 
0.17% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
AFDAX - American Century Sustainable Equity Fund
29%
11%
14%
12%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
0% 
Fund compared to benchmark
 
-1.41%
-1.24%
-0.43%
-0.63%
Same
Find more financial data on AFDAX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
Find sustainable funds that are prison industrial complex-free
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
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