Skip to Content
Morningstar

American Beacon ARK Transfmt Innov Inv ADNPX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 11.25  /  −0.26 %
  • Total Assets 215.7 Mil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 33%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ADNPX

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

  • People Pillar

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

More vulnerable than visionary.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

American Beacon ARK Transformational Innovation steers through challenging territory with a loose grip on the wheel.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ADNPX

More ADNPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coinbase Global Inc Ordinary Shares - Class A

10.38 29.9 Mil
Financial Services

Tesla Inc

8.40 24.2 Mil
Consumer Cyclical

Block Inc Class A

6.94 20.0 Mil
Technology

Roku Inc Class A

6.46 18.6 Mil
Communication Services

CRISPR Therapeutics AG

6.02 17.4 Mil
Healthcare

UiPath Inc Class A

5.92 17.1 Mil
Technology

Zoom Video Communications Inc

5.04 14.5 Mil
Technology

Robinhood Markets Inc Class A

4.03 11.6 Mil
Financial Services

Roblox Corp Ordinary Shares - Class A

3.89 11.2 Mil
Communication Services

Unity Software Inc Ordinary Shares

3.39 9.8 Mil
Technology