Morningstar

American Beacon AHL Managed Futures Strategy Fund Y Class AHLYX

Morningstar Medalist Rating
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Medalist Rating as of See American Beacon Investment Hub
  • NAV / 1-Day Return $11.18  /  −0.89 %
  • Fund Size $2.4B
  • Adjusted Expense Ratio 1.670%
  • Net Expense Ratio 1.810%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Systematic Trend
  • Alternative Style Box (Funds) Low/High
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 7.00%
  • Turnover Ratio 0%
NAV and 1-Day Return as of

Morningstar’s Analysis AHLYX

Will AHLYX outperform in the 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 AHLYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

This trend-following strategy trades a broad range of markets.

Senior Analyst Thomas DeFauw

Thomas DeFauw

Senior Analyst

Summary

The experienced leadership and extensive resources devoted to research, execution, technology, and risk across AHL and the broader Man Group remain strong, but AHL saw several leadership and research restructurings in recent years that introduce some uncertainties.

by Thomas DeFauw
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Portfolio Holdings AHLYX

More AHLYX 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

12.85 194M
Government

United States Treasury Bills

9.92 150M
Government

United States Treasury Bills

9.90 149M
Government

United States Treasury Bills

9.89 149M
Government

United States Treasury Bills

9.85 149M
Government

United States Treasury Bills

9.79 148M
Government

United States Treasury Bills

9.54 144M
Government

United States Treasury Bills

9.49 143M
Government

United States Treasury Bills

6.61 100M
Government

United States Treasury Bills

6.56 99M
Government

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