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American Beacon AHL Mgd Futs Strat Y (AHLYX)

10.86 +0.11 (+1.02%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 10.75
  • YTD Return 8.12%
  • Expense Ratio 1.56%
  • Category Systematic Trend
  • Last Cap Gain -13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 3.48B
  • Beta (5Y Monthly) -0.19
  • Yield 0.91%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.10
  • Inception Date Aug 19, 2014

The fund seeks to achieve its investment objective by implementing a quantitative trading strategy and systematic investment process designed to capitalize on price trends in a broad range of global markets including stock indices, bonds and bond futures, currency and currency futures, and interest rates by utilizing derivative instruments. It invests primarily in derivatives, including futures contracts, and forward contracts, such as foreign currency forward contracts and non-deliverable forwards (“NDFs”). It is non-diversified.

American Beacon

Fund Family

Systematic Trend

Fund Category

3.48B

Net Assets

2014-08-19

Inception Date

Performance Overview: AHLYX

Trailing returns as of 4/23/2024. Category is Systematic Trend.

YTD Return

AHLYX
8.12%
Category
6.19%
 

1-Year Return

AHLYX
7.76%
Category
11.75%
 

3-Year Return

AHLYX
6.42%
Category
3.74%
 

5-Year Return

AHLYX
7.54%
Category
0.99%
 

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Holdings: AHLYX

Sector Weightings

SectorAHLYX
Technology   14.52%
Healthcare   9.78%
Industrials   8.36%
Energy   3.76%
Utilities   3.27%
Real Estate   2.83%

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