American Beacon Bridgeway Lg Cp Val C
American Beacon Funds4151 Amon Carter BoulevardFort Worth, TX 76155
Map
Phone: 800-658-5811
| Category: | Large Value | | Fund Family: | American Beacon | | Net Assets: | 49.01M | | Year-to-Date Return: | 14.08% | | Yield: | 1.62% | | Morningstar Rating: |  | | Fund Inception Date: | Feb 5, 2012 |
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John Montgomery
Lead Manager since Oct 30, 2003 | | | Mr. Montgomery, who founded Bridgeway in 1993 and has served as its President since that time, has more than 15 years experience in the investment management industry and oversees the firmâs disciplined quantitative investment strategy. He holds a BA in Engineering and Philosophy from Swarthmore College and graduate degrees from MIT and Harvard Business School. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 1,000 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks to provide long-term total return on capital, primarily through capital appreciation and some income.
The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in stocks from among those in the large-cap category at the time of purchase. Its sub-advisor selects stocks within the large-cap value category for the fund using a proprietary statistically driven approach. The fund may invest cash balances in other investment companies including money market funds, and may purchase and sell futures contracts to gain market exposure on cash balances or reduce market exposure in anticipation of liquidity needs. |
| Last Dividend
(Dec 19, 2012)
:
| 0.29 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 8, 2013)
:
| N/A | | Average for Category: | 91.94% |
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| Expense | BWLCX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.77% | 1.21% | | Prospectus Net Expense Ratio: | 2.09% | N/A | | Prospectus Gross Expense Ratio: | 6.81% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.39% | | Max Deferred Sales Load:
| 1.00% | 2.37% | | 3 Yr Expense Projection*: | 1,588 | 533 | | 5 Yr Expense Projection*: | 2,915 | 833 | | 10 Yr Expense Projection*: | 6,028 | 1,678 |
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0.23(1.23%) May 17