Large Cap Equity Fund - Investor Class (AFDIX) Research

The fund's primary objective is to achieve substantial capital appreciation over the long term, with generating income being a supplementary aim.

Market snapshot

Symbol
AFDIX
Price
$51.22
Day change
+1.01%
Market cap
$3.1B
52-week range
43.68-59.53
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Asset Fund Retail Class (BARAX)
  • Baron Asset Fund Class R6 (BARUX)
  • Columbia Large Cap Index Fund Institutional 2 Class (CLXRX)
  • BlackRock Advantage Large Cap Core Fund Investor A Shares (MDLRX)
  • MFS Series Trust I: MFS Core Equity Fund - Class A (MRGAX)
  • PGIM Jennison Utility Fund Class A (PRUAX)
  • PGIM Jennison Utility Fund Class Z (PRUZX)
  • T. Rowe Price Retirement 2010 Fund Class R (RRTAX)

Open Large Cap Equity Fund - Investor Class (AFDIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.