About AFDRX
American Century Large Cap Equity Fund Retirement is a mutual fund focused on achieving long-term capital growth, with income as a secondary goal. The fund primarily invests in large capitalization U.S. companies, allocating assets across leading sectors such as technology, communication services, and consumer cyclical industries. Its portfolio typically includes major players like Microsoft, Apple, NVIDIA, Alphabet, and Amazon, reflecting both growth and blend investment styles. Portfolio management employs a blend of fundamental financial analysis and, when relevant, consideration of environmental, social, and governance (ESG) factors, aiming to select companies demonstrating improving business fundamentals and attractive sustainability characteristics. The fund maintains broad diversification with over 100 holdings, and its assets are actively managed, evident from a moderate turnover rate. With a significant portion of assets concentrated in its top holdings and competitive long-term performance, the fund serves as a core equity allocation within retirement accounts seeking broad U.S. market exposure through large-cap stocks.
Fund Family American Century Investments
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol AFDRX
Share Class R Class
Index S&P 500 TR
AFDRX had a total return of 8.07% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.16%.
