An undifferentiated approach and inconsistent execution warrants downgrading American Beacon Bridgeway Large Cap Value’s Process Pillar rating to Below Average from Average.
American Beacon Bridgeway Lg Cp Val R5 BRLVX
- NAV / 1-Day Return 24.73 / −0.28 %
- Total Assets 285.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.810%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 1.88%
- Turnover 54%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis BRLVX
Will BRLVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |