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Morningstar

American Beacon Zebra Small Cap Eq R5 AZSIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.47  /  2.38 %
  • Total Assets 35.8 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 108%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis AZSIX

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

People Pillar

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

Summary

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Weakness in American Beacon Zebra Small Cap Eq R5's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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