American Beacon Small Cap Value II Y

 (MUTF:ABBYX)   Watch this mutual fund  
Find more results for Richard Y. Bradley

Performance

Trailing returns

1 day
   
-0.10%  
1 week
   
-0.23%  
4 week
   
-0.52%  
3 month   +0.73%
   
YTD   +1.32%
   
1 year   +6.03%
   
3 years*   +12.82%
   
5 years*   -  
*annualized
Best 3 month return+12.05%  
Worst 3 month return-7.41%  

Morningstar statistics

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

Key statistics

Total assets5.19M 
Front load-  
Deferred load-  
Expense ratio1.10%  
Management fee-  
Fund familyAmerican Beacon 

Asset allocation

Cash3.74%  
Stocks96.26%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$100,000  
IRA Initial$100,000  
12.35-0.01(-0.08%)
Mar 26, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of small market capitalization companies. These companies have market capitalizations of $5 billion or less at the time of investment. The fund's investments may include common stocks, preferred stocks, securities convertible into common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign securities traded on U.S. exchanges.
Fund filings (PDF) »
Asset managers:
J. Ohlmuller (Started: Nov 15, 2011)
Adriana Posada (Started: Nov 15, 2011)
Steven Roth (Started: Nov 15, 2011)
Wyatt Crumpler (Started: Nov 15, 2011)
Richard Beaven (Started: Nov 15, 2011)
Anthony Bennett (Started: Nov 15, 2011)
Gene Needles (Started: Nov 15, 2011)
Daniel Cronen (Started: Nov 15, 2011)
Colin Kelly (Started: Dec 31, 2013)
Gregory Greene (Started: Nov 15, 2011)
Patrick O'Brien (Started: Nov 14, 2013)
Advisor Company:
American Beacon Advisors, Inc.
Fund family reports on Morningstar »
American Beacon, 4151 Amon Carter Blvd Ft. Worth, TX 76155, Fort Worth TX 76155, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -13.89 -4.94     -     -
Beta* 1.39 1.11     -     -
Mean annual return 0.56 1.17     -     -
R-squared* 65.25 71.40     -     -
Standard deviation 14.83 12.50     -     -
Sharpe ratio 0.45 1.12     -     -
* Against standard index

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