FDG - FDG: Outperforming ETF Post Liberation Day

2025-05-26 11:15:49 ET

Summary

• American Century Focused Dynamic Growth ETF is an actively managed ETF focusing on 30–45 high-growth, mid-to-large-cap U.S. companies, that has consistently outperformed the Russell 1000 Growth benchmark.
• The fund’s concentrated, differentiated portfolio and disciplined stock selection have generated strong returns post-Liberation Day, with strong risk-adjusted results.
• Given its track record, reasonable fees, and skilled management, I maintain a Buy rating for FDG as a compelling growth ETF option.

What Is FDG?

The American Century Focused Dynamic Growth ETF (BATS: FDG ) is an actively managed exchange-traded fund (also known as ETF) that invests in a concentrated portfolio of mid to large-cap growth companies with long-term capital appreciation potential. American Century, the fund’s parent company, looks to identify 30–45 early-stage, high-growth companies with strong competitive advantages, profitability, and scalability that would position the fund to outperform the Russell 1000 Growth ETF benchmark. Over the last several years, the fund has done an incredible job. I recently wrote about FDG and noted that I like how the fund managers are continuously able to find growth at a reasonable price – and the last few months have been no different. Since the Liberation Day scare, FDG has roared back, more than doubling SPY and easily beating its benchmark. After reviewing the fund facts and quarterly fund commentary from management, I'm keeping this fund at a Buy because the consistent outperformance has impressed me....

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