American Century Sustainable Equity Fund

Shareclass
American Century Sustainable Equity Y (AFYDX)
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 between 1% and 2% of the portfolio. Assigned a grade of D.
D
$1.04 BILLION
Prison industrial complex
13
flagged holdings
22%
of assets flagged
Data as of 30 Sep 2024
Flagged investments:
$1.04 BILLION, 22% of assets
Higher risk:
$90.78 MILLION, 1.94% 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
$677.55M
invested
14%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
11
holdings
$960.67M
invested
20%
of portfolio
All flagged holdings
13 holdings
13 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $373.93M
    7.98%
  • 2.  
    Alphabet Inc Class A
    Border industry
    $184.63M
    3.94%
  • 3.  
    Amazon.com Inc
    Prison industryBorder industry
    $155.24M
    3.31%
  • 4.  
    Thermo Fisher Scientific Inc
    Border industry
    $40.22M
    0.86%
  • 5.  
     Regions Financial Corp
    Prison industryBorder industry
    $38.78M
    0.83%
Higher risk
Private prison operator
See all
American Century Sustainable Equity Fund $AFYDX is 22% ($1.04 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on AFYDX at Morningstar.com
Current fund
AFYDX
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: 11/30/24
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 
-0.65% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
1.22% more invested
More invested in higher risk companies, border industry 
0.31% more invested
More invested in higher risk companies 
0.31% more invested
Less invested in all screened prison industry companies 
0.57% less invested
More invested in all screened border industry companies 
2.67% more invested
Less invested in all screened companies 
0.25% less invested
Current fund
AFYDX
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: 11/30/24
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 
-0.65% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
1.22% more invested
More invested in higher risk companies, border industry 
0.31% more invested
More invested in higher risk companies 
0.31% more invested
Less invested in all screened prison industry companies 
0.57% less invested
More invested in all screened border industry companies 
2.67% more invested
Less invested in all screened companies 
0.25% less invested
Current fund
AFYDX
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: 11/30/24
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 
-0.65% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
1.22% more invested
More invested in higher risk companies, border industry 
0.31% more invested
More invested in higher risk companies 
0.31% more invested
Less invested in all screened prison industry companies 
0.57% less invested
More invested in all screened border industry companies 
2.67% more invested
Less invested in all screened companies 
0.25% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
AFYDX - American Century Sustainable Equity Fund
29%
8.93%
15%
13%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
0% 
Fund compared to benchmark
 
-4.69%
-2.47%
-1.15%
-0.65%
Same
Find more financial data on AFYDX 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
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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