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American Beacon Bridgeway Lg Cp Val Inv (BWLIX)

24.11 Down 0.11(0.45%) Nov 28
Prev Close:24.22
YTD Return*:10.86%
Net Assets*:1.05B
Yield*:0.36%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BWLIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LUV1.8788.27
SWKS1.86111.66
LVLT1.8240.70
PFE1.741.11
S+p500 Emini Fut Sep14 Xcme 201409191.5519.10

Fund Basics

Morningstar Overall Rating:
Total Assets:1.05B
Category:Large Value
Annual Report Expense Ratio (net):1.08%

Performance & Risk

YTD Return:10.86%
5y Avg Return:18.23%
Rank in Category (ytd):9
% Rank in Category (ytd):0.69%
Beta (3y):0.98
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide long-term total return on capital, primarily through capital appreciation and some income. The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, the American Stock Exchange, and NASDAQ. Under normal market conditions, at least 80% of Fund net assets (plus borrowings for investment purposes) are invested in stocks from among those in the large-cap category at the time of purchase. View More
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