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Morningstar

American Beacon AHL Mgd Futs Strat R5 AHLIX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 11.11  /  +0.91 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Systematic Trend
  • Alt Style Correlation / Relative Volatility Negative/Medium
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.01%
  • Turnover —

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis AHLIX

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

  • People Pillar

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

A broad range of markets traded by an experienced quantitative firm.

Director Simon Scott

Simon Scott

Director

Summary

The subadvisor to American Beacon AHL Managed Futures benefits from a deep research team and robust technology platform.

by Simon Scott
Rated on Published on

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Portfolio Holdings AHLIX

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

United States Treasury Bills 0.01%

9.20 255.7 Mil
Government

United States Treasury Bills 0.01%

8.87 246.6 Mil
Government

United States Treasury Bills

8.87 246.4 Mil
Government

United States Treasury Bills 0.01%

8.37 232.6 Mil
Government

United States Treasury Bills 0.01%

8.31 230.9 Mil
Government

United States Treasury Bills 0.01%

8.25 229.2 Mil
Government

United States Treasury Bills

7.50 208.4 Mil
Government

United States Treasury Bills 0.01%

7.16 198.9 Mil
Government

United States Treasury Bills 0.01%

7.15 198.7 Mil
Government

United States Treasury Bills

6.18 171.6 Mil
Government