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Morningstar

American Beacon Bridgeway Lg Cp Val Inv BWLIX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 24.50  /  −0.28 %
  • Total Assets 285.8 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.59%
  • Turnover 54%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:06 PM GMT+0

Morningstar’s Analysis BWLIX

Will BWLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BWLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BWLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BWLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

An undifferentiated approach and inconsistent execution warrants downgrading American Beacon Bridgeway Large Cap Value’s Process Pillar rating to Below Average from Average.

by Eric Schultz
Rated on Published on

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Portfolio Holdings BWLIX

More BWLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Charles River Laboratories International Inc

2.43 7.3 Mil
Healthcare

Vertiv Holdings Co Class A

2.36 7.1 Mil
Industrials

Synchrony Financial

2.29 6.8 Mil
Financial Services

Applied Materials Inc

2.26 6.8 Mil
Technology

Cleveland-Cliffs Inc

2.24 6.7 Mil
Basic Materials

Builders FirstSource Inc

2.21 6.6 Mil
Industrials

Berkshire Hathaway Inc Class B

2.18 6.5 Mil
Financial Services

Walmart Inc

2.14 6.4 Mil
Consumer Defensive

Steel Dynamics Inc

2.09 6.3 Mil
Basic Materials

Amgen Inc

2.09 6.3 Mil
Healthcare