AFDAX Rating, Research - American Century Fundamental Equity A

American Century Fundamental Equity A (afdax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 281

Threats + Weaknesses = 172

When strengths & opportunities substantially exceed threats & weaknesses an investment in the afdax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

American Century Fundamental Equity A (AFDAX) Description: AFDAX is a mutual fund, which is an investment that owns a basket of assets. The AFDAX mutual fund was provided by American Century and this investment vehicle derives the majority of its value from equity holdings (stocks). American Centurys mutual fund has a short management tenure and is in the average fund size classification. AFDAXs minimum initial investment amount is $250 while the IRA minimum is $250. AFDAXs expense ratio is roughly 1%. The latest AFDAXs front end load was 6% and the back end load was 0%. The American Century Fundamental Equity A (AFDAX) mutual fund falls under the large-cap mixed category. AFDAX focuses its investments in USA and AFDAX is not affiliated with a particular industry or fund sector. The American Century Fundamental Equity A (AFDAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AFDAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AFDAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of net assets in common stocks (see stock research) and securities which may be converted into common stocks (see stock research). It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of $1 billion or more and have been operating for at least three years.

Management Analysis Update

Performance Analysis Update