AVPAX - American Beacon Small Cp Val Inv

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American Beacon Small Cp Val Inv

American Beacon Advisors4151 AMON CARTER BOULEVARDFORT WORTH TX 76155
800-658-5811
Management Information
Judd S. Peters,Lead Manager since September 12, 2017
In his role as portfolio manager, Mr. Peters plays an integral part in the investment research review and decision-making process as well as coordinates the day-to-day management of Large Cap Fundamental Value, Large Cap Diversified Value, Small Cap Diversified Value and Global Value portfolios. He also provides expertise and insight into the capital goods, energy and technology sectors. Prior to joining the firm, Mr. Peters was an analyst in the corporate finance department of an investment banking firm. Mr. Peters, a CFA charterholder, received his BA in Mathematics and a BS in Biochemistry from University of California, San Diego.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Value
Fund FamilyAmerican Beacon
Net Assets7.1B
YTD Return8.34%
Yield0.23%
Morningstar Rating★★★
Inception DateFeb 25, 1999

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover53.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAVPAXCategory Average
Annual Report Expense Ratio (net)1.14%1.25%
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.14%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection365N/A
5 Yr Expense Projection633N/A
10 Yr Expense Projection1,398N/A