Longtime manager John Harloe left American Beacon Small Cap Value's management roster and retired from subadvisor Barrow Hanley on Dec. 31, 2020.
American Beacon Small Cp Val C ASVCX
NAV / 1-Day Return
27.92
/
0.72
%
Total Assets
6.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.970%
Expense Ratio
1.970%
Fee Level
Below Average
Longest Manager Tenure
22.35
years
Category
Small Value
Investment Style
Small ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
61%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ASVCX 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 ASVCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ASVCX 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 ASVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Manager Departure on American Beacon Small Cap Value
