Advertisement
Skip to Content
Morningstar

American Beacon FEAC Fl Rt Inc R5 SPFLX

Morningstar Analyst Rating
Quantitative rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 8.34  /  0.19 %
  • Total Assets 290.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.830%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 6.56%
  • Effective Duration 0.30 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis SPFLX

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

People Pillar

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

Summary

|

Weakness in American Beacon FEAC Fl Rt Inc R5's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor