American Beacon Zebra Small Cap Eq Ret
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: | 6.73M | | Year-to-Date Return: | -2.99% | | Yield: | 0.30% | | Morningstar Rating: | N/A | | Fund Inception Date: | May 31, 2010 |
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Zhiwu F. Chen
Lead Manager since May 31, 2010 | | | Zhiwu Chen has served as a member of the portfolio management team of each Fund since its inception. Dr. Chen is the Chief Research Officer and is a member of the Zebra portfolio management team, having served in these roles since the firm was founded in 2001. Dr. Chen is responsible for Zebraâs model development and ongoing research. Dr. Chen is a Professor of Finance at Yale University and is an economist in China, advising Chinese government agencies on economic and financial policies. From 1997 to mid 2004, Dr. Chen was co-chairman of ValuEngine Inc.; a Stamford, Connecticut firm Dr. Chen co-founded which specializes in developing and marketing quantitative equity evaluation products. Prior to joining Yale, Professor Chen was an Associate Professor of Finance at The Ohio State University from 1995 to 1999 and Assistant Professor at the University of Wisconsin, Madison from July 1990 to June 1995. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation.
The fund normally 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. and foreign companies. These companies generally have market capitalizations similar to the market capitalizations of the companies in the Russell 2000® Index at the time of investment. The fund may lend its securities to broker-dealers and other institutions to earn additional income. |
| Last Dividend
(Dec 21, 2010)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Nov 10, 2011)
:
| 66.00% | | Average for Category: | 52.87% |
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| Expense | AZSRX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.67% | 1.32% | | Prospectus Net Expense Ratio: | 1.74% | N/A | | Prospectus Gross Expense Ratio: | 2.23% | N/A | | Max 12b1 Fee: | 0.50% | N/A | | Max Front End Sales Load: | N/A | 5.31% | | Max Deferred Sales Load:
| N/A | 2.26% | | 3 Yr Expense Projection*: | 650 | 611 | | 5 Yr Expense Projection*: | N/A | 994 | | 10 Yr Expense Projection*: | N/A | 1,971 |
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0.07(0.56%) Mar 13