Nasdaq - Delayed Quote • USD
American Beacon Bridgeway Lg Cp Val Inv (BWLIX)
At close: 8:00 PM EDT
Fund Summary
The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, NYSE American, or 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 value category at the time of purchase.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 8.35% |
| 5y Average Return | 7.22% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BWLIX | Category Average | BWLIX | Category Average | BWLIX | Category Average | |
| Alpha | -2.2 | -0.06 | -5.68 | -0.05 | -4.75 | -0.03 |
| BETA | 0.89 | 0.01 | 1.04 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.77 | 0.01 | 0.89 | 0.01 | 0.75 | 0.01 |
| R-squared | 79.78 | 0.88 | 84.3 | 0.87 | 85.81 | 0.88 |
| Standard Deviation | 17.54 | 0.2 | 20.87 | 0.16 | 16.84 | 0.15 |
| Sharpe Ratio | 0.36 | 0.01 | 0.41 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | 5.65 | 0.11 | 6.39 | 0.11 | 6.17 | 0.1 |
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