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AFDGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$53.51
Change
+$0.49 (+0.92%)
Net Assets
4.34B

AFDGX American Century Large Cap Equity R5 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), PROLOGIS (NYSE:PLD).

Industry description

The investment seeks long-term capital growth; income is a secondary objective. 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 stock’s value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. 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.

Market Cap

The average market capitalization across the American Century Large Cap Equity R5 MF is 1.61T. The market cap for tickers in the group ranges from 120.46B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is PLD at 120.46B.

Volume

The average weekly volume growth across all stocks in the American Century Large Cap Equity R5 MF was 111%. For the same stocks of the MF, the average monthly volume growth was 97% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 56
Price Growth Rating: 36
SMR Rating: 31
Profit Risk Rating: 19
Seasonality Score: -18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
American Century Mutual Funds, Inc.4500 Main StreetKansas City
Phone
8165315575
Web
www.americancentury.com
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AFDGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AFDGX has been closely correlated with FXAIX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if AFDGX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFDGX
1D Price
Change %
AFDGX100%
+0.92%
FXAIX - AFDGX
97%
Closely correlated
+1.10%
VSMPX - AFDGX
96%
Closely correlated
+1.11%
VITSX - AFDGX
96%
Closely correlated
+1.11%
VTSAX - AFDGX
96%
Closely correlated
+1.11%
VTSMX - AFDGX
96%
Closely correlated
+1.11%
More