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Morningstar

American Beacon Bridgeway Lg Cp Val R5 BRLVX

Morningstar Analyst Rating
Analyst rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 25.14  /  0.95 %
  • Total Assets 505.0 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.750%
  • 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 2.17%
  • Turnover 51%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis BRLVX

Will BRLVX 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 BRLVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BRLVX 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 BRLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

No standout.

Analyst

Summary

| by Eric Schultz

Despite recent tweaks to its approach, American Beacon Bridgeway Large Cap Value continues to lack an enduring edge. The strategy merits Morningstar Analyst Ratings of Neutral across all share classes.

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