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Morningstar

American Beacon Bridgeway Lg Cp Gr R5 BRLGX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 27.27  /  0.33 %
  • Total Assets 164.0 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield —
  • Turnover 72%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:12 PM GMT+0

Morningstar’s Analysis BRLGX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit American Beacon Bridgeway Lg Cp Gr R5 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRLGX

More BRLGX Holdings
  • Current Portfolio Date
  • Equity Holdings 62
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.65
8,241,068
Technology

NVIDIA Corp

3.96
7,022,132
Technology

Amazon.com Inc

3.49
6,192,100
Consumer Cyclical

Alphabet Inc Class A

2.94
5,206,950
Communication Services

Adobe Inc

2.92
5,183,294
Technology

Arista Networks Inc

2.81
4,991,448
Technology

Apple Inc

2.79
4,946,235
Technology

State Street Instl US Govt MMkt Slct

2.75
4,871,117
Cash and Equivalents

Palo Alto Networks Inc

2.72
4,829,139
Technology

Mastercard Inc Class A

2.66
4,719,600
Financial Services