Dow Up 0.40% Nasdaq Down 0.00%

American Beacon Bridgeway Lg Cp Val Inv (BWLIX)

23.38 Up 0.11(0.47%) Aug 20
Prev Close:23.38
YTD Return*:6.72%
Net Assets*:796.61M
Yield*:0.38%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for BWLIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
S+p500 Emini Fut Jun14 Xcme 201406202.024.41
T1.49-3.23
PFE1.4451.43
LUV1.3730.24
LVLT1.2321.09

Fund Basics

Morningstar Overall Rating:
Total Assets:796.61M
Category:Large Value
Annual Report Expense Ratio (net):1.08%

Performance & Risk

YTD Return:6.72%
5y Avg Return:18.71%
Rank in Category (ytd):12
% Rank in Category (ytd):0.93%
Beta (3y):1.02
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback