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American Beacon Lg Cap Value Inv (AAGPX) Fund Ranking and Research
Ranking, Research and Recommendation of American Beacon Lg Cap Value Inv (AAGPX) Fund
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Fund Manager - James J. Barrow
Fund Manager Information
Fund Manager Tenure: 32.4 yearsFund Family: American Beacon
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47) (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
American Beacon Lg Cap Value Inv Fund (AAGPX) Profile
Fund Profile and Description
American Beacon Lg Cap Value Inv Fund seeks long-term capital appreciation and current income. American Beacon Lg Cap Value Inv 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 Inv 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.
What we like about American Beacon Lg Cap Value Inv (AAGPX) Fund
Data for American Beacon Lg Cap Value Inv Fund (AAGPX) as of May 30, 2016
- American Beacon Lg Cap Value Inv Fund (AAGPX) management has been with American Beacon Lg Cap Value Inv Fund for 32.4 years
- American Beacon Lg Cap Value Inv Fund (AAGPX) ratio of up-years vs down years is greater than 2
- Asset base in American Beacon Lg Cap Value Inv Fund (AAGPX) 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 Inv Fund (AAGPX) 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 Inv management does not trade extensively for its return.
- American Beacon Lg Cap Value Inv Fund (AAGPX) has a lower expense ratio than its Large Value average: 0.93% vs 1.10%
- American Beacon Lg Cap Value Inv Fund (AAGPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about American Beacon Lg Cap Value Inv (AAGPX) Fund
Data for American Beacon Lg Cap Value Inv Fund (AAGPX) as of May 30, 2016
- American Beacon Lg Cap Value Inv Fund (AAGPX) has a less-than-ideal short-term performance (1-year return -7.51% vs -2.36% Large Value category median performance)
- American Beacon Lg Cap Value Inv Fund (AAGPX) has a less-than-ideal mid-term performance (3-year return 6.31% vs 7.81% Large Value category median performance)
- American Beacon Lg Cap Value Inv Fund (AAGPX) has a less-than-ideal Long-term performance (5-year return 9.07% vs 9.15% Large Value category median performance)
- American Beacon Lg Cap Value Inv Fund (AAGPX) has a Morningstar rating of 3 and below
- American Beacon Lg Cap Value Inv Fund (AAGPX) is less safe compared to its Large Value peers
- American Beacon Lg Cap Value Inv Fund (AAGPX) 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
What do you think?
Compare with other top Large Value category mutual funds
Aadditional top Large Value mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
American Beacon Lg Cap Value Inv | 2.31 | -7.51 | 6.31 | 9.07 | |
American Funds Washington Mutual R6 (RWMGX) | 4.01 | 2.33 | 9.96 | 11.35 | Compare |
Invesco Diversified Dividend A (LCEAX) | 6.81 | 5.34 | 10.83 | 11.26 | Compare |
AB Growth and Income A (CABDX) | 2.63 | 2.16 | 9.15 | 11.11 | Compare |
See top fund managers for Large Value Category Funds
Compare with Large Value category ETFs
Some Large Value ETFs for your consideration
ETF | Year to Date | One Year | Three 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% |
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American Beacon Lg Cap Value Inv (AAGPX) Fund Net Asset
Track net asset change of American Beacon Lg Cap Value Inv fund (AAGPX)
Date | Net Asset |
05/2016 | $8.84B |
03/2016 | $8.83B |
02/2016 | $8.38B |
American Beacon Lg Cap Value Inv (AAGPX) Fund Portfolio Allocation
Track portfolio allocation change of American Beacon Lg Cap Value Inv fund (AAGPX)
Date | Cash | Stock | Bond | Other |
03/2016 | 2.07% | 97.93% | 0% | 0% |
01/2016 | 4.06% | 95.85% | 0.09% | 0% |
12/2015 | 1.43% | 98.46% | 0.11% | 0% |
Top 10 Holdings in American Beacon Lg Cap Value Inv (AAGPX) Fund
Discover what American Beacon Lg Cap Value Inv Fund (AAGPX) manager is buying
Click here for Stock Holding Change Map in American Beacon Lg Cap Value Inv Fund (AAGPX)
Latest News on American Beacon Lg Cap Value Inv (AAGPX) Fund
See what is happening with American Beacon Lg Cap Value Inv Fund (AAGPX)
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See more information on American Beacon Lg Cap Value Inv (AAGPX) Fund
Popular pages on American Beacon Lg Cap Value Inv (AAGPX) Fund
- American Beacon Lg Cap Value Inv (AAGPX) Fund Research and Recommendation
- American Beacon Lg Cap Value Inv (AAGPX) Fund Performance Data
- American Beacon Lg Cap Value Inv (AAGPX) Fund Manager Information
- Historic American Beacon Lg Cap Value Inv (AAGPX) Fund Asset Allocation Report
- Historic American Beacon Lg Cap Value Inv (AAGPX) Fund Top 10 Holding Tracking
- Historic American Beacon Lg Cap Value Inv (AAGPX) Fund Asset Under Management Tracking