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American Beacon Bridgeway Lg Cp Val A (BWLAX)

24.71 -0.10 (-0.40%)
As of 8:05 AM EDT. Market Open.

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.

American Beacon Bridgeway Lg Cp Val A

FORT WORTH TX 76155
4151 AMON CARTER BOULEVARD
8173916100

Fund Overview

Category Large Value
Fund Family American Beacon
Net Assets 303.73M
YTD Return 12.49%
Yield 1.57%
Morningstar Rating
Inception Date Feb 03, 2012

Fund Operations

Last Dividend 0.44
Last Cap Gain 13.00
Holdings Turnover 54.00%
Average for Category --

Fees & Expenses

Expense BWLAX Category Average
Annual Report Expense Ratio (net) 0.88% 0.94%
Prospectus Net Expense Ratio 0.88% --
Prospectus Gross Expense Ratio 0.88% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.24%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John N.R. Montgomery, Lead Manager since October 31, 2003
John, CIO and President,founded Bridgeway in 1993.He worked with computer modeling and quantitative methods as a research engineer at MIT in the late 1970s. Later, as a student at Harvard, he investigated methods to apply modeling to portfolio management. He began applying these methods to his investments in 1985. Over the next 6 years, this style proved more successful than even John had expected. He left his full-time position in the transportation industry at the end of 1991 to perform full-time research on his models, study the mutual fund industry, and write a business plan for Bridgeway.

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.

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