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: 31.9 years
Fund 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 31.9 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

See American Beacon Lg Cap Value Inv Fund (AAGPX) performance details as of May 30, 2016

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%

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

More historic net asset information on American Beacon Lg Cap Value Inv Fund (AAGPX)

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%

Click here to see more historic asset allocation information on American Beacon Lg Cap Value Inv Fund (AAGPX)

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

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 Inv Fund (AAGPX)

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