American Beacon Bridgeway Large Cap Value Fund Institutional Class

 (MUTF:BRLVX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.26%
   
1 week
   
-0.01%  
4 week   +0.61%
   
3 month
   
-1.88%  
YTD   +1.88%
   
1 year   +16.45%
   
3 years*   +8.53%
   
5 years*   +15.93%
   
*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 assets4.11B 
Front load-  
Deferred load-  
Expense ratio0.73%  
Management fee-  
Fund familyAmerican Beacon 

Asset allocation

Cash2.39%  
Stocks96.45%  
Bonds0.00%  
Other1.16%  

Purchase information

Initial$250,000  
Additional$50  
26.57+0.07(0.26%)
May 22, 8:00PM EDT 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* -0.46 -0.91 1.23 0.16
Beta* 0.90 0.95 0.98 0.98
Mean annual return 1.23 0.76 1.20 0.67
R-squared* 67.68 90.43 91.15 95.91
Standard deviation 6.77 10.43 10.45 15.21
Sharpe ratio 2.11 0.86 1.36 0.49
* Against standard index

Top 10 holdings

Security Net Assets  
Bank of America Corporation (BAC) 1.61%  
Citigroup Inc (C) 1.56%  
Valero Energy Corp (VLO) 1.48%  
General Electric Co (GE) 1.47%  
Qualcomm Inc (QCOM) 1.45%  
Johnson & Johnson (JNJ) 1.43%  
General Motors Co (GM) 1.38%  
AT&T Inc (T) 1.33%  
United Continental Holdings Inc (UAL) 1.32%  
T-Mobile US Inc (TMUS) 1.28%