American Beacon Small Cp Val Inst (AVFIX)
* As of 30-Nov-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Russell 2000 Mini Dec14 Imeq 20141219||4.03||9.27|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.82%|
Performance & Risk
|5y Avg Return:||16.78%|
|Rank in Category (ytd):||41|
|% Rank in Category (ytd):||10.35%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation and current income.
Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of small market capitalization U.S. companies. These companies have market capitalizations of $5 billion or less at the time of investment. The fund's investments may include common stocks, preferred stocks, securities convertible into common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks traded on U.S. exchanges (collectively, "stocks"). View More