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Morningstar

American Beacon Man Lg Cp Value R5 BRLVX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 26.26  /  +1.63 %
  • Total Assets 258.8 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.96%
  • Turnover 54%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 PM GMT+0

Morningstar’s Analysis BRLVX

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

  • People Pillar

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

A new subadvisor takes over.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

This strategy has a new subadvisor and name: American Beacon Man Large Cap Value. A new approach merits upgrading the Process rating to Average from Below Average; the People rating remains Average.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BRLVX

More BRLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.45 10.6 Mil
Financial Services

Marathon Petroleum Corp

2.49 7.7 Mil
Energy

Coca-Cola Co

2.38 7.3 Mil
Consumer Defensive

Walmart Inc

2.38 7.3 Mil
Consumer Defensive

Builders FirstSource Inc

2.37 7.3 Mil
Industrials

Steel Dynamics Inc

2.31 7.1 Mil
Basic Materials

JPMorgan Chase & Co

2.27 7.0 Mil
Financial Services

AppLovin Corp Ordinary Shares - Class A

2.25 6.9 Mil
Technology

Nucor Corp

2.23 6.9 Mil
Basic Materials

Cleveland-Cliffs Inc

2.12 6.5 Mil
Basic Materials