About AFDGX
The American Century Large Cap Equity Fund R5 is an open-end mutual fund focused on large capitalization U.S. companies, seeking to provide long-term capital growth as its primary objective, with income as a secondary goal. The fund employs a large blend investment style, balancing exposure across growth and value stocks within the large-cap segment. Its portfolio is concentrated in high-profile sectors such as technology, communication services, and consumer cyclicals, with top holdings including Microsoft, Apple, NVIDIA, Alphabet, and Amazon. The fund also incorporates analysis of environmental, social, and governance (ESG) factors when selecting investments, although ESG considerations are not the sole driver of its portfolio decisions. Managed using a combination of fundamental research and quantitative tools, the fund aims to invest in companies with strong business fundamentals and attractive sustainability characteristics. This makes the American Century Large Cap Equity Fund R5 a noteworthy option for investors seeking diversified access to dominant large-cap U.S. equities within a single vehicle, while also reflecting some attention to sustainability-related investing principles.
Fund Family American Century Investments
Category Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AFDGX
Share Class R5 Class
Index S&P 500 TR
AFDGX had a total return of 12.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.17%.
