AFDIX Rating, Research - American Century Fundamental Equity Inv

American Century Fundamental Equity Inv (afdix)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 262

Threats + Weaknesses = 171

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

Fund Management Team

Fund Description Update

American Century Fundamental Equity Inv (AFDIX) Description: AFDIX is a mutual fund, which is an investment that owns a basket of assets. The AFDIX 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 small fund size classification. AFDIXs minimum initial investment amount is $2500 while the IRA minimum is $2500. AFDIXs expense ratio is roughly 1%. The latest AFDIXs front end load was 0% and the back end load was 0%. The American Century Fundamental Equity Inv (AFDIX) mutual fund falls under the large-cap mixed category. AFDIX focuses its investments in USA and AFDIX is not affiliated with a particular industry or fund sector. The American Century Fundamental Equity Inv (AFDIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AFDIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AFDIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities (see equity research). It invests in a diversified portfolio consisting primarily of equity securities (see equity research), such as common stocks (see stock research) and securities convertible into common stocks (see stock research). The Advisor utilizes both value and growth oriented investment strategies with an emphasis on well-established, large-capitalized companies throughout the world, consistent with the funds focus on capital preservation.


Management Analysis Update


Performance Analysis Update