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American Beacon Lg Cap Value Inst (AADEX) Fund Ranking and Research

Ranking, Research and Recommendation of American Beacon Lg Cap Value Inst (AADEX) Fund

    Last Trade: $31.21 on 10/20/2017, Change: N/A (0%)

 

Graph of American Beacon Lg Cap Value Inst Fund (AADEX) ManagerFund Manager - James J. Barrow

Fund Manager Information

Fund Manager Tenure: 30.3 years
Fund Family: American Beacon
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Barrow has worked as a securities analyst for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield and Reliance Insurance during his 43-year investment career. He is principal and founding partner of Barrow, Hanley, Mewhinney & Strauss. Barrow founded the firm in 1980. Previously, he spent eight years with Republic National Bank. Barrow has been in investment management since 1965.  Get more insights on James J. Barrow

 

Graph of American Beacon Lg Cap Value Inst Fund (AADEX) ProfileAmerican Beacon Lg Cap Value Inst Fund (AADEX) Profile

Fund Profile and Description

American Beacon Lg Cap Value Inst Fund seeks long-term capital appreciation and current income. American Beacon Lg Cap Value Inst Fund normally invests at least 80% of assets in equity securities of large market capitalization U.S. companies. These companies generally have market capitalizations similar to the market capitalization of the companies in the Russell 1000 Index at the time of investment. American Beacon Lg Cap Value Inst Funds may include common stocks, preferred stocks, securities convertible into U.S. common stocks, U.S. dollar-denominated ADRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges.

 

American Beacon Lg Cap Value Inst (AADEX) Fund Strength What we like about American Beacon Lg Cap Value Inst (AADEX) Fund

Data for American Beacon Lg Cap Value Inst Fund (AADEX) as of May 30, 2016

  • American Beacon Lg Cap Value Inst Fund (AADEX) management has been with American Beacon Lg Cap Value Inst Fund for 30.3 years
  • American Beacon Lg Cap Value Inst Fund (AADEX) has good Long-term performance (5-year return 9.45% vs 9.15% Large Value category median performance)
  • American Beacon Lg Cap Value Inst Fund (AADEX) ratio of up-years vs down years is greater than 2
  • Asset base in American Beacon Lg Cap Value Inst Fund (AADEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Beacon Lg Cap Value Inst Fund (AADEX) has an annual stock turnover rate of 32.00% vs Large Value average of 44.39%. It is good that American Beacon Lg Cap Value Inst management does not trade extensively for its return.
  • American Beacon Lg Cap Value Inst Fund (AADEX) has a lower expense ratio than its Large Value average: 0.58% vs 1.10%
  • American Beacon Lg Cap Value Inst Fund (AADEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Beacon Lg Cap Value Inst Fund (AADEX) Weakness What we are cautious about American Beacon Lg Cap Value Inst (AADEX) Fund

Data for American Beacon Lg Cap Value Inst Fund (AADEX) as of May 30, 2016

  • American Beacon Lg Cap Value Inst Fund (AADEX) has a less-than-ideal short-term performance (1-year return -7.20% vs -2.36% Large Value category median performance)
  • American Beacon Lg Cap Value Inst Fund (AADEX) has a less-than-ideal mid-term performance (3-year return 6.68% vs 7.81% Large Value category median performance)
  • American Beacon Lg Cap Value Inst Fund (AADEX) has a Morningstar rating of 3 and below
  • American Beacon Lg Cap Value Inst Fund (AADEX) is less safe compared to its Large Value peers
  • American Beacon Lg Cap Value Inst Fund (AADEX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.54 that is higher than category average of 11.7
See American Beacon Lg Cap Value Inst Fund (AADEX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Beacon Lg Cap Value Inst Fund (AADEX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Beacon Lg Cap Value Inst2.45-7.206.689.45
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare American Beacon Lg Cap Value Inst Fund (AADEX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of American Beacon Lg Cap Value Inst Fund (AADEX) Net Asset TrackingAmerican Beacon Lg Cap Value Inst (AADEX) Fund Net Asset

Track net asset change of American Beacon Lg Cap Value Inst fund (AADEX)

DateNet Asset
05/2016$8.84B
03/2016$8.83B
02/2016$8.38B
More historic net asset information on American Beacon Lg Cap Value Inst Fund (AADEX)

  

Graph of American Beacon Lg Cap Value Inst Fund (AADEX) Portfolio TrackingAmerican Beacon Lg Cap Value Inst (AADEX) Fund Portfolio Allocation

Track portfolio allocation change of American Beacon Lg Cap Value Inst fund (AADEX)

DateCashStockBondOther
03/20162.07%97.93%0%0%
01/20164.06%95.85%0.09%0%
12/20151.43%98.46%0.11%0%
Click here to see more historic asset allocation information on American Beacon Lg Cap Value Inst Fund (AADEX)

 

graph of American Beacon Lg Cap Value Inst Fund (AADEX) Top 10 Position TrackingTop 10 Holdings in American Beacon Lg Cap Value Inst (AADEX) Fund

Discover what American Beacon Lg Cap Value Inst Fund (AADEX) manager is buying

Mar 30, 2016
Bank of America Corporation Com [3.12%]
JP Morgan Chase & Co. Common St [3.05%]
Citigroup, Inc. Common Stock [2.94%]
Microsoft Corporation [2.13%]
Oracle Corporation Common Stock [2.06%]
S+p500 Emini Fut Jun16 Xcme 20160617 [1.95%]
BP p.l.c. Common Stock [1.64%]
General Motors Company Common S [1.58%]
Medtronic plc. Ordinary Shares [1.54%]
Philip Morris International Inc [1.53%]

Jan 30, 2016
S+p500 Emini Fut Mar16 Xcme 20160318 [3.81%]
JP Morgan Chase & Co. Common St [3.15%]
Bank of America Corporation Com [2.92%]
Citigroup, Inc. Common Stock [2.91%]
Microsoft Corporation [2.14%]
Oracle Corporation Common Stock [1.91%]
Medtronic PLC [1.74%]
BP p.l.c. Common Stock [1.74%]
Verizon Communications Inc. Com [1.58%]
General Motors Company Common S [1.5%]

Dec 30, 2015
JP Morgan Chase & Co. Common St [3.38%]
Bank of America Corporation Com [3.24%]
Citigroup, Inc. Common Stock [3.16%]
Microsoft Corporation [2.21%]
Wells Fargo & Company Common St [2.06%]
Oracle Corporation Common Stock [1.93%]
Medtronic plc. Ordinary Shares [1.77%]
General Motors Company Common S [1.66%]
BP [1.6%]
PNC Financial Services Group, I [1.6%]
Click here for Stock Holding Change Map in American Beacon Lg Cap Value Inst Fund (AADEX)

  

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