American Century Emerging Markets Fund - R5 Class · NASDAQ:AEGMX
American Century Emerging Markets Fund - R5 Class — American Century Investments — Fact Sheet (December 2024)
11 slides from American Century Emerging Markets Fund - R5 Class's fact sheet, Dec 31, 2024
Slide 1: Emerging Markets Sustainable Impact Equity Quarterly Review
31 December 2024 Emerging Markets Sustainable Impact Equity G American Century Investments Quarterly Review Composite Performance Periods Ending 31 December 2024 15 10.43 10 7.50 Return % 1.92 5.80 -6.01 -10 8.01 QTR 1 Year 3 Year 5 Year Since Inception Il Emerging Markets Sustainable jj Emerging Ma
Slide 2: Investment Philosophy
Emerging Markets Sustainable Impact Equity Investment Philosophy We believe an investment strategy can provide the potential for attractive risk-adjusted returns by investing in accelerating growth companies while also seeking to make a positive impact by contributing to the United Nations SDGs. We
Slide 3: Top 10 Holdings
Emerging Markets Sustainable Impact Equity Top 10 Holdings Assets Holding Country SDG (Cy) Taiwan Semiconductor Manufacturing Co Ltd Taiwan Industry, Innovation, and infrastructure = 9 10.18 Sustainable Cities and Communities - 11 Tencent Holdings Ltd China ~ 6.62 Industry, Innovation, and Infrastru
Slide 4: Portfolio Characteristics and Sector Allocation
Emerging Markets Sustainable Impact Equity Portfolio Characteristics Characteristics Portfolio Benchmark Weighted Average Market Capitalization $140.6 B $127.4B Median Market Capitalization $11.5B $2.4B P/E Ratio, Forecasted 1-Year 15.5x 13.14 x EPS Growth, Historical 1-Year 10.7% 7.3% EPS Growth, F
Slide 5: Country Allocation: Top Over/Underweights
31 December 2024 Country Allocation: Top 10 Over/Underweights Portfolio Benchmark io Weight enchmark (%) Country (C2) (C2) 231 South Africa 5.24 2.93 2.08 Brazil 6.15 4.07 Thailand 3.24 1.45 United States 1.71 0.00 Philippines 2.07 0.53 Hong Kong 1.36 0.00 Peru 1,25 0.29 China 27.33 27.79 Greece 0.0
Slide 6: Sustainable Investing - Key Themes
Emerging Markets Sustainable Impact Equity Sustainable Investing - Key Themes 31 December 2024 In our view, five key themes about how to move toward a sustainable global economy will dominate conversations and approaches to ESG-related investing. Within these themes, our research has identified the
Slide 7: Risk-Adjusted Performance
ng Markets Sustainable Impact Equity 31 December 2024 Risk-Adjusted Performance Three-Year Risk-Adjusted Performance vs. eVestment Global Emerging Mkts All Cap Growth Equity vs. MSCI Emerging Markets, Citigroup 3-Month T-Bill Excess Returns Tracking Error Information Ratio Sharpe Ratio 25 Median Per
Slide 8: Quarterly Commentary
Emerging Markets Sustainable Impact Equity 31 December 2024 Quarterly Commentary Portfolio Review Emerging markets (EM) stocks struggled in the fourth quarter, erasing third-quarter gains. Despite the U.S. Fed kicking off its easing cycle in September and incremental stimulus in China, EM's performa
Slide 9: Positioning for the Future
Emerging Markets Sustainable Impact Equity 31 December 2024 New Oriental Education & Technology Group. Analysts lowered top-line estimates for the educational services provider amid concerns around low visibility in New Oriental's e-commerce livestreaming business, which clouds the company's near-te
Slide 10: Available Vehicles and Important Information
Emerging Markets Sustai Available Vehicles Separate Account Available in U.S, and certain non-U.S. countries UCITS Available only in certain non-U.S. countries The opinions expressed are those of the American Century Investments management and are no guarantee of the future performance of any Americ
Slide 11: Important Information
mber 2024 Emerging Markets Sustainable Impact Equity 31 No offer of any security is made hereby. This material is provided for informational purposes only and does not constitute a recommendation of any investment strategy or product described herein. This material is directed to professional/instit
American Century Investments — Fact Sheet (December 2024) on 6ix