About AFDCX
The American Century Large Cap Equity Fund C Class is a mutual fund designed to pursue long-term capital growth, with income as a secondary objective. This fund primarily invests in large-capitalization U.S. companies, focusing on those demonstrating improving business fundamentals and attractive sustainability characteristics. Portfolio management integrates fundamental financial analysis with the consideration of environmental, social, and governance (ESG) data, though ESG factors may not influence every investment decision. The fund’s holdings are well diversified across leading sectors, with significant allocations in technology, communication services, and consumer cyclical industries. Top portfolio positions frequently include major players such as Microsoft, Apple, and NVIDIA, reflecting the fund’s emphasis on companies with strong growth prospects. The fund adopts a large blend investment style, seeking a balance between value and growth within the large-cap segment. It maintains an above-average distribution fee level and a total expense ratio of 1.79%, with a minimum initial investment requirement of $2,500. As part of the large blend mutual fund category, the American Century Large Cap Equity Fund C Class plays a prominent role in offering diversified exposure to established U.S. corporations, aiming to deliver competitive long-term returns while incorporating sustainability considerations.
Fund Family American Century Investments
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol AFDCX
Share Class C Class
Index S&P 500 TR
AFDCX had a total return of 13.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.90%.
