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American Beacon Man Lg Cp Value Y (BWLYX)

22.03
-1.04
(-4.51%)
At close: 8:00:08 PM EDT

Fund Summary

The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, NYSE American, or 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 value category at the time of purchase.

American Beacon Man Lg Cp Value Y

FORT WORTH TX 76155
4151 AMON CARTER BOULEVARD
8173916100

Fund Overview

Category Large Value
Fund Family American Beacon
Net Assets 240.59M
YTD Return 4.41%
Yield 1.14%
Morningstar Rating
Inception Date Apr 28, 2017

Fund Operations

Last Dividend 0.31
Last Cap Gain 13.00
Holdings Turnover 54.00%
Average for Category --

Fees & Expenses

Expense BWLYX Category Average
Annual Report Expense Ratio (net) 0.94% 0.90%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 0.94% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ben Zhao is a portfolio manager at Numeric. Ben joined Numeric as a quantitative researcher in 2017. Prior to joining Numeric, Ben worked as a quantitative trading strategist at Grantham Mayo Van Otterloo in Boston. Ben graduated from Duke University with a doctorate degree in economics with a focus on financial econometrics. In addition, he received a master’s degree in economics from Duke University and a bachelor’s degree in mathematics and economics from University of Wisconsin-Madison.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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