Sustainable Equity Fund Quote
| AFEGX Fund | USD 58.75 0.21 0.36% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Sustainable Equity is trading at 58.75 as of the 3rd of December 2024; that is 0.36 percent up since the beginning of the trading day. The fund's open price was 58.54. Sustainable Equity has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Sustainable Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of November 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. More on Sustainable Equity Fund
Moving together with Sustainable Mutual Fund
Moving against Sustainable Mutual Fund
Sustainable Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Blend Funds, Large Blend, American Century Investments, Large Growth, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Sustainable Equity Fund [AFEGX] is traded in USA and was established 3rd of December 2024. Sustainable Equity is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Century Investments family. This fund presently has accumulated 1.67 B in assets under management (AUM) with no minimum investment requirementsSustainable Equity is currently producing year-to-date (YTD) return of 23.71% with the current yeild of 0.01%, while the total return for the last 3 years was 8.71%.
Check Sustainable Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sustainable Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sustainable Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sustainable Equity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sustainable Equity Fund Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PLD | Prologis | Stock | Real Estate | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology |
Sustainable Equity Top Holders
| ATTIX | One Choice In | Mutual Fund | Target-Date Retirement | |
| ARFDX | One Choice 2050 | Mutual Fund | Target-Date 2050 | |
| ARFMX | One Choice 2050 | Mutual Fund | Target-Date 2050 | |
| ARWRX | One Choice 2025 | Mutual Fund | Target-Date 2025 | |
| ARLDX | One Choice 2035 | Mutual Fund | Target-Date 2035 | |
| ARGDX | One Choice 2060 | Mutual Fund | Target-Date 2060+ | |
| ARWOX | One Choice 2030 | Mutual Fund | Target-Date 2030 | |
| ARDOX | One Choice 2045 | Mutual Fund | Target-Date 2045 |
Sustainable Equity Risk Profiles
| Mean Deviation | 0.5639 | |||
| Semi Deviation | 0.7281 | |||
| Standard Deviation | 0.7833 | |||
| Variance | 0.6135 |
Sustainable Equity Against Markets
Other Information on Investing in Sustainable Mutual Fund
Sustainable Equity financial ratios help investors to determine whether Sustainable Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sustainable with respect to the benefits of owning Sustainable Equity security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |