American Century Investments One Choice 2050 Portfolio

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American Century One Choice 2050 R6 (ARFEX)

Type

Open-end mutual fund

Manager

Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments

9.73%

INVESTED IN DEFORESTATION-RISK COMPANIES

AGRIBUSINESS

deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy

BANKS AND LENDERS

that finance deforestation-risk agribusiness producers via lending and underwriting

MAJOR CONSUMER BRANDS

that use deforestation-risk agribusiness commodities in products

holdings flagged

9.64%

of assets flagged

This fund contains

$113.4 MILLION invested

in holdings flagged for deforestation risk

Take action

Commodity producers

17 holdings

0.27% of assets

$3.16 MILLION invested

Banks and lenders

20 holdings

1.66% of assets

$19.5 MILLION invested

Major consumer brands

60 holdings

7.79% of assets

$91.7 MILLION invested

Commodity producers

17 HOLDINGS

Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.

17 HOLDINGS

% of portfolio
$ invested
1. Mitsubishi Corp
0.07%0.07% of portfolio
$796,933$796,933 invested
2. ITOCHU Corp
0.06%0.06% of portfolio
$661,649$661,649 invested
3. Glencore PLC
0.04%0.04% of portfolio
$429,431$429,431 invested
4. Mondi PLC
0.04%0.04% of portfolio
$415,557$415,557 invested
5. Marubeni Corp
0.03%0.03% of portfolio
$379,077$379,077 invested

View next 5

Banks and lenders

20 HOLDINGS

Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).

20 HOLDINGS

% of portfolio
$ invested
1. JPMorgan Chase & Co
0.47%0.47% of portfolio
$5.59M$5.59M invested
2. Morgan Stanley
0.18%0.18% of portfolio
$2.17M$2.17M invested
3. Barclays PLC
0.13%0.13% of portfolio
$1.5M$1.5M invested
4. HSBC Holdings PLC
0.11%0.11% of portfolio
$1.33M$1.33M invested
5. Sumitomo Mitsui Financial Group Inc
0.11%0.11% of portfolio
$1.32M$1.32M invested

View next 5

Major consumer brands

60 HOLDINGS

Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).

60 HOLDINGS

% of portfolio
$ invested
1. Amazon.com Inc
1.13%1.13% of portfolio
$13.34M$13.34M invested
2. Johnson & Johnson
0.75%0.75% of portfolio
$8.79M$8.79M invested
3. Unilever PLC ADR
0.41%0.41% of portfolio
$4.81M$4.81M invested
4. Colgate-Palmolive Co
0.4%0.4% of portfolio
$4.76M$4.76M invested
5. Kimberly-Clark Corp
0.38%0.38% of portfolio
$4.44M$4.44M invested

View next 5

View more info

DATA AS OF 31 Dec 2023

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

American Century Investments One Choice 2050 Portfolio ARFEX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on ARFEX at Morningstar.com

Current fund

ARFEX

American Century Investments One Choice 2050 Portfolio

Family

American Century Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.11% less in annualized returns

More invested in commodity producers

0.04% more invested

Less invested in banks and lenders

0.78% less invested

Less invested in major consumer brands

4.45% less invested

Current fund

ARFEX

American Century Investments One Choice 2050 Portfolio

Family

American Century Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.11% less in annualized returns

More invested in commodity producers

0.04% more invested

Less invested in banks and lenders

0.78% less invested

Less invested in major consumer brands

4.45% less invested

Current fund

ARFEX

American Century Investments One Choice 2050 Portfolio

Family

American Century Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.11% less in annualized returns

More invested in commodity producers

0.04% more invested

Less invested in banks and lenders

0.78% less invested

Less invested in major consumer brands

4.45% less invested

Month-end trailing returns

Performance as of date: 3/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Deforestation analysis

1-yr

3-yr

5-yr

10-yr

This fund
ARFEX - American Century Investments One Choice 2050 Portfolio

16%

3.66%

8.74%

7.81%

0.27%

Benchmark

30%

11%

15%

13%

0.23%

Fund compared to benchmark

-14.28%

-7.8%

-6.28%

-5.11%

0.04% higher

Find more financial data on ARFEX at Morningstar.com

Take Action

Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.

SUPPORT THE PETITION

Find top-graded funds that avoid deforestation-risk investments.

FIND TOP-SCORING FUNDS

Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.

CHECK FOR FOSSIL FUELS

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