Morningstar

American Beacon IMC International Small Cap Fund Investor Class TIVFX

Morningstar Medalist Rating
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Medalist Rating as of See American Beacon Investment Hub
  • NAV / 1-Day Return $22.63  /  +0.76 %
  • Fund Size $157.0M
  • Adjusted Expense Ratio 1.310%
  • Net Expense Ratio 1.320%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.80%
  • Turnover Ratio 209%
NAV and 1-Day Return as of

Morningstar’s Analysis TIVFX

Will TIVFX outperform in the 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 TIVFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

This strategy relies heavily on the momentum factor.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

American Beacon IMC International Small Cap consistently sticks with the approach its long-tenured managers have used for years, with success. That said, the risk of that approach and turnover on the supporting team should also be kept in mind.

by Gregg Wolper
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Portfolio Holdings TIVFX

More TIVFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street US Government MMkt

4.54 11M
—

Samsung Electro-Mechanics Co Ltd

1.06 3M
Technology

NGK Corp

0.98 2M
Industrials

ASMPT Ltd

0.95 2M
Technology

Ibiden Co Ltd

0.89 2M
Technology

Shinsegae Co Ltd

0.87 2M
Consumer Cyclical

Walsin Technology Corp

0.87 2M
Technology

Tokyo Ohka Kogyo Co Ltd

0.86 2M
Technology

5N Plus Inc

0.85 2M
Basic Materials

Sigurd Microelectronics Corp

0.84 2M
Technology

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