Sustainable Equity Fund Quote

AFEGX Fund  USD 58.41  0.26  0.45%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Sustainable Equity is trading at 58.41 as of the 27th of November 2024; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 58.15. Sustainable Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 1st of February 2024 and ending today, the 27th of November 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

  0.84VTSAX Vanguard Total StockPairCorr
  0.79VFIAX Vanguard 500 IndexPairCorr
  0.84VTSMX Vanguard Total StockPairCorr
  0.84VITSX Vanguard Total StockPairCorr
  0.84VSMPX Vanguard Total StockPairCorr
  0.84VSTSX Vanguard Total StockPairCorr

Sustainable Mutual Fund Highlights

Fund ConcentrationLarge Blend, American Century Investments, Large Growth, Large Blend (View all Sectors)
Update Date30th of September 2024
Sustainable Equity Fund [AFEGX] is traded in USA and was established 27th of November 2024. 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 22.42% with the current yeild of 0.01%, while the total return for the last 3 years was 8.01%.
Check Sustainable Equity Probability Of Bankruptcy

Instrument Allocation

Top Sustainable Equity Fund Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
VVisa Class AStockFinancials
TSLATesla IncStockConsumer Discretionary
PYPLPayPal HoldingsStockFinancials
PLDPrologisStockReal Estate
PGProcter GambleStockConsumer Staples
PEPPepsiCoStockConsumer Staples
NVDANVIDIAStockInformation Technology
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Sustainable Equity Top Holders

ATTIXOne Choice InMutual FundTarget-Date Retirement
ARFDXOne Choice 2050Mutual FundTarget-Date 2050
ARFMXOne Choice 2050Mutual FundTarget-Date 2050
ARWRXOne Choice 2025Mutual FundTarget-Date 2025
ARLDXOne Choice 2035Mutual FundTarget-Date 2035
ARGDXOne Choice 2060Mutual FundTarget-Date 2060+
ARWOXOne Choice 2030Mutual FundTarget-Date 2030
ARDOXOne Choice 2045Mutual FundTarget-Date 2045
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Sustainable Equity Risk Profiles

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.
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