American Beacon Bridgeway Large Cap Value Fund Institutional Class

 (MUTF:BRLVX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.38%
   
1 week   +1.22%
   
4 week   +0.97%
   
3 month   +8.11%
   
YTD   +11.40%
   
1 year   +13.41%
   
3 years*   +8.74%
   
5 years*   +15.91%
   
*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 assets4.53B 
Front load-  
Deferred load-  
Expense ratio0.73%  
Management fee-  
Fund familyAmerican Beacon 

Asset allocation

Cash1.21%  
Stocks97.70%  
Bonds0.00%  
Other1.09%  

Purchase information

Initial$250,000  
Additional$50  
29.05+0.11(0.38%)
Nov 20, 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* -12.34 -1.05 0.06 0.21
Beta* 1.37 0.94 1.00 0.97
Mean annual return 1.40 0.76 1.23 0.70
R-squared* 69.33 88.35 89.99 95.77
Standard deviation 6.92 10.11 9.99 15.04
Sharpe ratio 2.30 0.87 1.45 0.53
* Against standard index

Top 10 holdings

Security Net Assets  
Bank of America Corporation (BAC) 1.64%  
Citigroup Inc (C) 1.63%  
Wal-Mart Stores Inc (WMT) 1.57%  
Johnson & Johnson (JNJ) 1.53%  
Corning Inc (GLW) 1.52%  
Valero Energy Corp (VLO) 1.49%  
Sprint Corp (S) 1.48%  
Andeavor (ANDV) 1.45%  
Procter & Gamble Co (PG) 1.43%  
Best Buy Co Inc (BBY) 1.39%