Nasdaq - Delayed Quote USD

American Beacon Bridgeway Lg Cp Val Y (BWLYX)

25.01 -0.09 (-0.36%)
At close: 8:05 AM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Equitable Advisors, LLC
  • Charles Schwab & Co Inc
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • PNC Bank
  • Schwab Institutional
  • Reliance Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • Matrix Financial Solutions
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • MSWM Brokerage
  • Pershing LLC
  • Morgan Stanley Portfolio Management
  • MG trust company
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • LPL Brokerage
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Large Value
Fund Family American Beacon
Net Assets 303.73M
YTD Return 12.58%
Yield 1.83%
Morningstar Rating
Inception Date Feb 03, 2012

Performance & Risk

YTD Return 8.46%
5y Average Return 7.49%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

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