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Morningstar

American Beacon Bridgeway Lg Cp Val R5 BRLVX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 24.74  /  +0.04 %
  • Total Assets 284.7 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • 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 1.88%
  • Turnover 54%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 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.

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

An undifferentiated approach and inconsistent execution warrants downgrading American Beacon Bridgeway Large Cap Value’s Process Pillar rating to Below Average from Average.

by Eric Schultz
Rated on Published on

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Portfolio Holdings BRLVX

More BRLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Charles River Laboratories International Inc

2.43 7.3 Mil
Healthcare

Vertiv Holdings Co Class A

2.36 7.1 Mil
Industrials

Synchrony Financial

2.29 6.8 Mil
Financial Services

Applied Materials Inc

2.26 6.8 Mil
Technology

Cleveland-Cliffs Inc

2.24 6.7 Mil
Basic Materials

Builders FirstSource Inc

2.21 6.6 Mil
Industrials

Berkshire Hathaway Inc Class B

2.18 6.5 Mil
Financial Services

Walmart Inc

2.14 6.4 Mil
Consumer Defensive

Steel Dynamics Inc

2.09 6.3 Mil
Basic Materials

Amgen Inc

2.09 6.3 Mil
Healthcare