American Beacon Bridgeway Large Cap Value Fund Institutional Class

 (MUTF:BRLVX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.63%
   
1 week   +5.43%
   
4 week
   
-3.15%  
3 month   +6.74%
   
YTD   +1.19%
   
1 year   +13.09%
   
3 years*   +9.63%
   
5 years*   +14.13%
   
*annualized
Best 3 month return+22.91%  
Worst 3 month return-27.35%  

Morningstar statistics

Morningstar category: Large Value
  Return Risk Rating
3 years Above Average Average
5 years High Average
10 years High Below Average
Overall High Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.99B 
Front load-  
Deferred load-  
Expense ratio0.73%  
Management fee-  
Fund familyAmerican Beacon 

Asset allocation

Cash2.03%  
Stocks97.97%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$250,000  
Additional$50  
28.93+0.02(0.07%)
Feb 15, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to provide long-term total return on capital, primarily through capital appreciation and some income. The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, NYSE MKT, and NASDAQ. Under normal market conditions, at least 80% of Fund net assets (plus borrowings for investment purposes) are invested in stocks from among those in the large-cap category at the time of purchase.
Fund filings (PDF) »
Asset managers:
Elena Khoziaeva (Started: Oct 28, 2005)
Michael Whipple (Started: Oct 28, 2005)
John Montgomery (Started: Oct 31, 2003)
Advisor Company:
American Beacon Advisors Inc
Fund family reports on Morningstar »
American Beacon, 220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.54 -0.89 -0.07 0.32
Beta* 0.94 0.94 0.98 0.97
Mean annual return 1.57 1.05 1.24 0.88
R-squared* 72.05 88.06 90.03 95.58
Standard deviation 6.25 10.19 9.83 14.87
Sharpe ratio 2.85 1.19 1.48 0.68
* Against standard index

Top 10 holdings

Security Net Assets  
Micron Technology Inc (MU) 1.91%  
S+P500 EMINI FUT DEC17 XCME 20171215 1.73%  
Citigroup Inc (C) 1.68%  
Bank of America Corporation (BAC) 1.63%  
Valero Energy Corp (VLO) 1.61%  
Wal-Mart Stores Inc (WMT) 1.54%  
LyondellBasell Industries NV (LYB) 1.52%  
Corning Inc (GLW) 1.44%  
Applied Materials Inc (AMAT) 1.43%  
Johnson & Johnson (JNJ) 1.43%