Sustainable Equity Fund Quote

AFEGX Fund  USD 50.18  0.75  1.52%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Sustainable Equity is trading at 50.18 as of the 4th of May 2025; that is 1.52 percent up since the beginning of the trading day. The fund's open price was 49.43. Sustainable Equity has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. More on Sustainable Equity Fund

Moving together with Sustainable Mutual Fund

  1.0VTSAX Vanguard Total StockPairCorr
  1.0VFIAX Vanguard 500 IndexPairCorr
  1.0VTSMX Vanguard Total StockPairCorr
  1.0VITSX Vanguard Total StockPairCorr
  1.0VSMPX Vanguard Total StockPairCorr
  1.0VSTSX Vanguard Total StockPairCorr

Sustainable Mutual Fund Highlights

Fund ConcentrationLarge Blend, American Century Investments, Large Growth, Large Blend (View all Sectors)
Update Date31st of March 2025
Sustainable Equity Fund [AFEGX] is traded in USA and was established 4th of May 2025. The fund is listed under Large Blend category and is part of American Century Investments family. This fund presently has accumulated 1.67 B in assets under management (AUM) with no minimum investment requirementsSustainable Equity is currently producing year-to-date (YTD) return of 0.77% with the current yeild of 0.01%, while the total return for the last 3 years was 10.71%.
Check Sustainable Equity Probability Of Bankruptcy

Instrument Allocation

Top Sustainable Equity Fund Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
VVisa Class AStockFinancials
TSLATesla IncStockConsumer Discretionary
PYPLPayPal HoldingsStockFinancials
PLDPrologisStockReal Estate
PGProcter GambleStockConsumer Staples
PEPPepsiCoStockConsumer Staples
NVDANVIDIAStockInformation Technology
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Sustainable Equity Top Holders

ARWRXOne Choice 2025Mutual FundTarget-Date 2025
AREVXOne Choice 2055Mutual FundTarget-Date 2055
ARYIXOne Choice 2035Mutual FundTarget-Date 2035
AROIXOne Choice 2045Mutual FundTarget-Date 2045
ARDVXOne Choice 2040Mutual FundTarget-Date 2040
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Sustainable Equity Risk Profiles

Sustainable Equity Against Markets

Other Information on Investing in Sustainable Mutual Fund

Sustainable Equity financial ratios help investors to determine whether Sustainable Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sustainable with respect to the benefits of owning Sustainable Equity security.
Risk-Return Analysis
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Price Transformation
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Portfolio Comparator
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Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk