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AFDRX American Century Sustainable Equity R

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Fund AFDRX American Century Sustainable Equity R DSI iShares MSCI KLD 400 Social SEEKX Steward Large Cap Enhanced Index Indv  
100% 96% 94%
Annual Fees
(1.49% Exp. Ratio)
(0.50% Exp. Ratio)
(0.82% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$33,839.19 $45,677.55 $41,469.95
Est. savings over 30 yrs +$11,838.36 +$7,630.76
As of 9/30/16
1 YR RETURN 11.09%
3 YR 8.80%
5 YR 14.65%
10 YR 7.20%
1 YR RETURN 15.29%
3 YR 10.06%
5 YR 15.48%
10 YR --
1 YR RETURN 12.18%
3 YR 9.31%
5 YR 15.54%
10 YR 7.34%
The investment seeks long-term capital growth; income is a secondary objective. Under normal market conditions, the fund will invest at least 80% of its net assets in equity securities. It will generally invest in larger-sized companies using a quantitative model that combines fundamental measures of a stock's value and growth potential. To measure value, the managers may use ratios of stock price-to-earnings and stock price-to-cash flow, among others. To measure growth, the managers may use the rate of growth of a company's earnings and cash flow and changes in its earnings estimates, as well as other factors. The model also considers price momentum.
The investment seeks to track the investment results of the MSCI KLD 400 Social Index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to target U.S. companies that have positive environmental, social and governance ("ESG") characteristics.
The investment seeks long-term capital appreciation. The fund pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund's portfolio of growth versus value style securities in the index (style tilt) and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to compensate for the exclusion of certain index securities due to the fund's socially responsible investment policies. It invests at least 80% of its assets in the securities of companies included in the fund's benchmark.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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