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American Beacon Large Cap Value Inv AAGPX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Beacon Investment Hub

Morningstar’s Analysis AAGPX

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

  • People Pillar

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

This fund mixes equal portions of three decent, distinct value strategies.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. While there was a change to the team at the parent level—Matt Peden departed, and the firm named veteran Robyn Serrano a portfolio manager—the subadvisors' investment teams and processes are stable. The following text is from Dec. 9, 2022.

by Todd Trubey
Rated on Published on

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