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Sustainable & Responsible Mutual Fund Chart

Fund Profile:
American Century Sustainable Equity Download as PDF for Printing PDF Download

Jump to: General Fund Information | Fund Institution Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category | Performance Data


General Fund Information - [Return to Top]

Ticker: AFDIX

Assets under management (AUM): $215.26M (in US$ millions) - See other performance data below

General Fund Type: Equity Large Cap

Specific Sizes or Types of Investments: Sustainable U.S. Large Cap Companies

Financial Objective: Long-term Capital Growth

Specific ESG Focus: Sustainable Leaders

To invest, call: 1-800-345-2021

 


Institution Name:
American Century Investments

Mutual Funds Description: Asset Management Firm offering funds and separate accounts that involve active ESG integration into the investment process.

Contact info:
4500 Main Street
Kansas City, MO 64111
USA
Phone: 1-866-628-8826
Web: http://www.americancentury.com (Opens in a new window)

 

Account Minimums - [Return to Top]

Minimum Account: 2500

Minimum IRA: 0

 

Methodology - [Return to Top]

Screening Venue: In-house and outside

Screening Party: Investment Team

Screening Database Used: MSCI ESG

Screening Process: Screen for ESG leaders within the S&P 500 Index, those with highest scores on ESG metrics

 

Proxy Voting Information - [Return to Top]

Proxy Voting Guidelines or Policies: Open external link in new window

Proxy Voting Records: Open external link in new window

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Combination of Positive and Restricted/Exclusionary Strategies - Seek those companies that are improving their environmental footprint
  • Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies - Seek those companies that are improving their environmental footprint
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies - Seek those companies that are improving their environmental footprint

Social

  • Community Development: No Screens
  • Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies - Seek companies that have above average performance in diversity and EEO
  • Human Rights: Combination of Positive and Restricted/Exclusionary Strategies - Seek companies that have above average performance in human rights matters
  • Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies - Seek companies that have above average performance in labor relations
  • Sudan: No Screens

Governance

  • Board Issues: Combination of Positive and Restricted/Exclusionary Strategies - Look for companies with superior governance practices and structure
  • Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies

Products

  • Alcohol: No Screens
  • Animal Welfare: No Screens
  • Defense/Weapons: No Screens
  • Gambling: No Screens
  • Tobacco: Combination of Positive and Restricted/Exclusionary Strategies

Other

  • Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues

Performance Data - [Return to Top]

Data provided by: Bloomberg logo - Information current as of March 31, 2017

Year-to-date rate of return: 5.29%

1-year rate of return: 15.19%

3-year rate of return: 8.23%

5-year rate of return: 11.6%

10-year rate of return: 7.21%

Previous year rate of return: 8.99%

Management fee: 0.99%

Expense ratio: 0.99%

Standard deviation: 7.41%

Benchmark used: S&P 500 Composite Total Return | External link (Opens in a new window)

Disclaimer: An investment in the fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund. You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1 per share, it cannot guarantee it will do so. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.


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