Dow Down 0.25% Nasdaq Down 0.14%

American Beacon Bridgeway Lg Cp Val Inv (BWLIX)

23.29 Down 0.03(0.13%) Sep 29
Prev Close:23.32
YTD Return*:11.28%
Net Assets*:910.34M
Yield*:0.36%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for BWLIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LUV1.8775.53
SWKS1.8697.86
LVLT1.8235.36
PFE1.74-1.93
S+p500 Emini Fut Sep14 Xcme 201409191.5511.47

Fund Basics

Morningstar Overall Rating:
Total Assets:910.34M
Category:Large Value
Annual Report Expense Ratio (net):1.08%

Performance & Risk

YTD Return:11.28%
5y Avg Return:18.60%
Rank in Category (ytd):8
% Rank in Category (ytd):0.62%
Beta (3y):1.00
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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