American Beacon Bridgeway Large Cap Value Fund Institutional Class

 (MUTF:BRLVX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.07%
   
1 week
   
-2.74%  
4 week
   
-2.85%  
3 month
   
-0.41%  
YTD   +0.87%
   
1 year   +14.59%
   
3 years*   +8.76%
   
5 years*   +14.62%
   
*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 assets4.26B 
Front load-  
Deferred load-  
Expense ratio0.79%  
Management fee-  
Fund familyAmerican Beacon 

Asset allocation

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

Purchase information

Initial$250,000  
Additional$50  
26.29-0.01(-0.04%)
Mar 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* 3.14 0.46 1.70 0.33
Beta* 0.87 0.95 0.97 0.98
Mean annual return 1.92 0.88 1.25 0.72
R-squared* 79.94 89.55 91.50 95.98
Standard deviation 7.86 10.44 10.42 15.22
Sharpe ratio 2.88 1.00 1.43 0.53
* 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%