American Century Investments offers ethical mutual funds with strong performance and low fees

From Nasdaq: 2024-12-31 05:15:00

American Century Investments integrates sustainability into its investment approach, supporting medical research with profits exceeding $2 billion. It offers ethical mutual funds appealing to investors seeking long-term returns. Three recommended funds — ALVDX, BGEIX, and BULIX — boast strong performance, low fees, and Zacks Mutual Fund Ranks of 1 or 2.

ALVDX focuses on large-cap companies within the Russell 1000 Index, with Brian Woglom as lead manager since 2016. Holdings include Johnson & Johnson, Medtronic plc, and Duke Energy Corp. The fund has 3-year and 5-year annualized returns of 11.7% and 10.2%, respectively, with a net expense ratio of 0.49% and a Zacks Rank of 1.

BGEIX primarily invests in gold-related activities, managed by Yulin Long since 2016. Top holdings include Newmont Corp, Agnico Eagle Mines Ltd., and Zijin Mining Group Co Ltd. The fund boasts 3-year and 5-year annualized returns of 6.4% and 6.9%, respectively, with a net expense ratio of 0.66% and a Zacks Rank of 1.

BULIX focuses on utilities sector securities, managed by Yulin Long since 2010. Major holdings include NextEra Energy, Inc., The Southern Co, and Constellation Energy Corp. The fund has 3-year and 5-year annualized returns of 8.8% and 6.6%, respectively, with a net expense ratio of 0.66% and a Zacks Rank of 1. Invest in these funds now for potential long-term gains with lower fees.



Read more at Nasdaq: 3 American Century Investments Mutual Funds for Higher Returns