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American Beacon Lg Cap Value Y (ABLYX) Fund Ranking and Research

Ranking, Research and Recommendation of American Beacon Lg Cap Value Y (ABLYX) Fund

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

Fund Manager Information

Fund Manager Tenure: 32.4 years
Fund Family: American Beacon
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)

 

Graph of American Beacon Lg Cap Value Y Fund (ABLYX) ProfileAmerican Beacon Lg Cap Value Y Fund (ABLYX) Profile

Fund Profile and Description

American Beacon Lg Cap Value Y Fund seeks long-term capital appreciation and current income. American Beacon Lg Cap Value Y 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 Y 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 Y (ABLYX) Fund Strength What we like about American Beacon Lg Cap Value Y (ABLYX) Fund

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

  • American Beacon Lg Cap Value Y Fund (ABLYX) management has been with American Beacon Lg Cap Value Y Fund for 32.4 years
  • American Beacon Lg Cap Value Y Fund (ABLYX) has good Long-term performance (5-year return 9.36% vs 9.15% Large Value category median performance)
  • American Beacon Lg Cap Value Y Fund (ABLYX) ratio of up-years vs down years is greater than 2
  • Asset base in American Beacon Lg Cap Value Y Fund (ABLYX) 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 Y Fund (ABLYX) 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 Y management does not trade extensively for its return.
  • American Beacon Lg Cap Value Y Fund (ABLYX) has a lower expense ratio than its Large Value average: 0.67% vs 1.10%
  • American Beacon Lg Cap Value Y Fund (ABLYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Beacon Lg Cap Value Y Fund (ABLYX) Weakness What we are cautious about American Beacon Lg Cap Value Y (ABLYX) Fund

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

  • American Beacon Lg Cap Value Y Fund (ABLYX) has a less-than-ideal short-term performance (1-year return -7.27% vs -2.36% Large Value category median performance)
  • American Beacon Lg Cap Value Y Fund (ABLYX) has a less-than-ideal mid-term performance (3-year return 6.60% vs 7.81% Large Value category median performance)
  • American Beacon Lg Cap Value Y Fund (ABLYX) has a Morningstar rating of 3 and below
  • American Beacon Lg Cap Value Y Fund (ABLYX) is less safe compared to its Large Value peers
  • American Beacon Lg Cap Value Y Fund (ABLYX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.53 that is higher than category average of 11.7
See American Beacon Lg Cap Value Y Fund (ABLYX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Beacon Lg Cap Value Y Fund (ABLYX)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 Y2.42-7.276.609.36
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 Y Fund (ABLYX)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 Y Fund (ABLYX) Net Asset TrackingAmerican Beacon Lg Cap Value Y (ABLYX) Fund Net Asset

Track net asset change of American Beacon Lg Cap Value Y fund (ABLYX)

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 Y Fund (ABLYX)

  

Graph of American Beacon Lg Cap Value Y Fund (ABLYX) Portfolio TrackingAmerican Beacon Lg Cap Value Y (ABLYX) Fund Portfolio Allocation

Track portfolio allocation change of American Beacon Lg Cap Value Y fund (ABLYX)

DateCashStockBondOther
03/20162.07%97.93%0%0%
02/20163.35%96.56%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 Y Fund (ABLYX)

 

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

Discover what American Beacon Lg Cap Value Y Fund (ABLYX) 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%]

Feb 28, 2016
JP Morgan Chase & Co. Common St [3.07%]
S+p500 Emini Fut Mar16 Xcme 20160318 [3.06%]
Bank of America Corporation Com [3.01%]
Citigroup, Inc. Common Stock [2.85%]
Microsoft Corporation [2.04%]
Oracle Corporation Common Stock [2%]
Medtronic PLC [1.83%]
BP p.l.c. Common Stock [1.62%]
General Motors Company Common S [1.54%]
Philip Morris International Inc [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 Y Fund (ABLYX)

  

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