Category Review
US multifactor funds ran 30 points apart

Mandate not yet analyzed
We have not yet analyzed this fund's documents to determine what it sets out to do. This is typical for new listings awaiting their first analysis pass.
Active mid-cap growth with an impact filter: American Century picks about 40 mid-sized companies it judges aligned with the U.N. Sustainable Development Goals, and charges 0.45% a year to do it.
Seeks long-term capital growth by investing in mid-cap companies that align with the U.N. Sustainable Development Goals and may generate social and environmental impact alongside financial returns.
| Period | ACMG |
|---|---|
| Year to date | — |
| 1 month | +0.9% |
| 3 months | — |
| 1 year | — |
| 3 years | — |
| 5 years | — |
| 10 years | — |
| Year | Return bar | ACMG |
|---|---|---|
| 2026 YTD | +0.4% |
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.