American Beacon SGA Global Growth Fund Institutional Class

 (MUTF:SGAGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.64%  
1 week   +0.14%
   
4 week   +2.04%
   
3 month   +4.50%
   
YTD   +1.88%
   
1 year   +14.52%
   
3 years*   +13.49%
   
5 years*   -  
*annualized
Best 3 month return+16.02%  
Worst 3 month return-14.13%  

Morningstar statistics

Morningstar category: World Stock
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.35M 
Front load-  
Deferred load-  
Expense ratio1.75%  
Management fee-  
Fund familySustainable Growth Advisers 

Asset allocation

Cash-0.96%  
Stocks100.96%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$10,000  
Additional$2,000  
IRA Initial$10,000  
14.09+0.03(0.21%)
Aug 29, 4:00PM EDT

Description

The investment seeks long term capital appreciation. The fund normally invests in equity securities of companies located throughout the world, including the United States, with at least 40% of net assets in companies organized, headquartered or doing a substantial amount of business outside the United States. It considers a company that has at least 50% of assets or derives at least 50% of revenue from business outside the United States as doing a substantial amount of business outside the United States. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
George Fraise (Started: Dec 31, 2010)
Gordon Marchand (Started: Dec 31, 2010)
Robert Rohn (Started: Dec 31, 2010)
Advisor Company:
Sustainable Growth Advisers, LP
Fund family reports on Morningstar »
Sustainable Growth Advisers

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.56     -     -     -
Beta* 0.66     -     -     -
Mean annual return 0.93     -     -     -
R-squared* 59.24     -     -     -
Standard deviation 10.44     -     -     -
Sharpe ratio 1.06     -     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
eBay Inc (EBAY) 4.66%  
Visa, Inc. (V) 4.33%  
National Oilwell Varco, Inc. (NOV) 4.27%  
State Street Corp (STT) 4.15%  
Danone ADR (DANOY) 4.11%  
Lowe's Companies Inc. (LOW) 4.08%  
Monsanto Company (MON) 4.00%  
Nestle SA ADR (NSRGY) 3.57%  
Schlumberger NV (SLB) 3.52%  
Google, Inc. Class A (GOOG) 3.39%