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American Beacon Large Cap Value Y ABLYX

Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 27.43  /  +0.22 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.53%
  • Turnover 25%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:09 PM GMT+0

Morningstar’s Analysis ABLYX

Will ABLYX outperform in future?

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

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.

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Portfolio Holdings ABLYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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