Large Cap Equity Fund

American Century Mutual Funds, Inc. · 9 share classes

Actively managed U.S. equity fund
One fund, 9 share classes:AFDIXAFEIXAFDAXAFDCXAFDRXAFDGXAFYDXAFEGXAFEDX
$3.13B NAV
102 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Large Cap Equity Fund is an actively managed U.S. equity fund. 21% of AFDIX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 98% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The fund seeks long-term capital growth.

Strategy · summarised

The fund selects large-capitalization U.S. stocks using a proprietary model that combines fundamental value and growth metrics—price-to-earnings and price-to-cash-flow ratios, earnings growth rates, and price momentum—with environmental, social, and governance characteristics evaluated through internal research and third-party data sources. The portfolio managers seek the strongest attributes within each sector and may qualify securities through qualitative analysis if sustainability data is incomplete. Because security selection depends on the availability and quality of sustainability information and the managers' qualitative assessments, portfolio holdings may diverge materially from the broad market.

Expenses
0.00% 1.79%across 9 share classes
Share classGrossNet
AFDIX0.79%0.79%
AFEIX0.59%0.59%
AFDAX1.04%1.04%
AFDCX1.79%1.79%
AFDRX1.29%1.29%
AFDGX0.59%0.59%
AFYDX0.44%0.44%
AFEGX0.44%0.00%
AFEDX0.44%0.44%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 44.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.03%
of net assets
Stocks100.03%
Cash & short-term0.00%
Derivatives-0.00%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology33.0%
Financials13.2%
Industrials10.2%
Communication Services9.9%
9 smaller33.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
21%of stock holdings in top-quartile growers
covering 98% of the fund’s equity
Earnings growth
30%of stock holdings in top-quartile growers
covering 96% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 4 new2 exited

New: WDC, APH, COHR, UBS AG

Exited: State Street Bank & Trust Co, State Street Institutional US Government Money Market Fund

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+26.01%+59.57%+60.18%14.05%-10.49%
+26.28%+60.53%+61.81%14.07%-10.44%
+25.72%+58.36%+58.22%14.07%-10.60%
+24.76%+54.82%+52.39%14.04%-10.86%
+25.40%+57.18%+56.25%14.06%-10.68%
+26.26%+60.51%+61.79%14.06%-10.41%
+26.47%+61.24%+63.01%14.05%-10.38%
+27.03%+63.39%+66.65%14.07%-10.21%
+26.46%+61.26%+63.02%14.08%-10.37%

These classes hold the same portfolio, so the 14.26pp spread over 5 years is the cost difference between them — roughly 2.85pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA8.21%$256.58M
Alphabet IncGOOGL7.14%$223.32M
Microsoft CorpMSFT6.15%$192.34M
Apple IncAAPL4.67%$146.07M
Amazon.com IncAMZN3.90%$121.80M
Broadcom IncAVGO3.70%$115.75M
NextEra Energy IncNEE1.83%$57.14M
Meta Platforms IncMETA1.71%$53.35M
Analog Devices IncADI1.59%$49.57M
SLB LtdSLB1.53%$47.72M
Showing 10 of 102Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 40.43% of net assets, top 25 58.61%, across 102 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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