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
   
-1.23%  
4 week
   
-0.29%  
3 month   +2.69%
   
YTD   +4.92%
   
1 year   +11.61%
   
3 years*   +8.34%
   
5 years*   +14.69%
   
*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 assets4.30B 
Front load-  
Deferred load-  
Expense ratio0.73%  
Management fee-  
Fund familyAmerican Beacon 

Asset allocation

Cash1.85%  
Stocks90.42%  
Bonds0.00%  
Other7.74%  

Purchase information

Initial$250,000  
Additional$50  
27.36-0.07(-0.26%)
Aug 14, 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* -1.01 -1.13 0.86 0.29
Beta* 0.92 0.95 0.99 0.97
Mean annual return 1.09 0.77 1.25 0.73
R-squared* 61.10 89.40 89.64 95.87
Standard deviation 6.63 10.30 9.96 15.04
Sharpe ratio 1.86 0.86 1.48 0.55
* Against standard index

Top 10 holdings

Security Net Assets  
Bank of America Corporation (BAC) 1.56%  
Sprint Corp (S) 1.53%  
S+p500 Emini Fut Jun17 Xcme 20170616 1.47%  
Wal-Mart Stores Inc (WMT) 1.46%  
General Electric Co (GE) 1.44%  
LyondellBasell Industries NV (LYB) 1.44%  
Procter & Gamble Co (PG) 1.43%  
Valero Energy Corp (VLO) 1.43%  
Citigroup Inc (C) 1.42%  
Johnson & Johnson (JNJ) 1.40%