American Beacon Evercore Sm Cap Eq Y
American Beacon Funds4151 Amon Carter BoulevardFort Worth, TX 76155
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Phone: 800-658-5811
| Category: | Small Blend | | Fund Family: | American Beacon | | Net Assets: | 704.60K | | Year-to-Date Return: | -18.32% | | Yield: | 0.09% | | Morningstar Rating: | N/A | | Fund Inception Date: | Aug 31, 2010 |
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Wyatt L. Crumpler
Lead Manager since Aug 31, 2010 | | | Crumpler joined American Beacon Advisors in January 2007 as vice president of trust investments and a portfolio manager. From January 2004 to January 2007, he was managing director of Corporate Accounting at American Airlines. Prior to that, he was director of IT Strategy and Finance For American Airlines. |
| Min Initial Investment: | 100,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 100,000 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks long-term capital appreciation.
The fund invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in equity securities of small market capitalization U.S. companies. These companies have market capitalizations of $ 3 billion or less at the time of investment. It normally holds a focused portfolio of approximately 35 to 40 securities of small capitalization companies. The fund may also invest up to 20% of assets in securities of mid- capitalization companies. |
| Last Dividend
(Dec 21, 2010)
:
| 0.01 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Dec 14, 2011)
:
| 98.00% | | Average for Category: | 52.87% |
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| Expense | ASEYX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.06% | 1.32% | | Prospectus Net Expense Ratio: | 1.09% | N/A | | Prospectus Gross Expense Ratio: | 1.43% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.31% | | Max Deferred Sales Load:
| N/A | 2.26% | | 3 Yr Expense Projection*: | 581 | 611 | | 5 Yr Expense Projection*: | N/A | 994 | | 10 Yr Expense Projection*: | N/A | 1,971 |
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1.35%