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American Beacon Small Cp Val Inv (AVPAX) Fund Ranking and Research

Ranking, Research and Recommendation of American Beacon Small Cp Val Inv (AVPAX) Fund

    Last Trade: $26.01 on 9/29/2014, Change: -0.06 (-0.23%)

 

Graph of American Beacon Small Cp Val Inv Fund (AVPAX) ManagerFund Manager - Adriana Posada

Fund Manager Information

Fund Manager Tenure: 15.8 years
Fund Family: American Beacon
Fund Category: Small Value
Fund Performance: Aug 30, 2014
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

 

Graph of American Beacon Small Cp Val Inv Fund (AVPAX) ProfileAmerican Beacon Small Cp Val Inv Fund (AVPAX) Profile

Fund Profile and Description

American Beacon Small Cp Val Inv Fund seeks long-term capital appreciation and current income. American Beacon Small Cp Val Inv Fund normally invests at least 80% of total assets in equity securities of U.S. small companies with market capitalizations of $3 billion or less at the time of investment. American Beacon Small Cp Val Inv Funds may include common stocks, preferred stocks, securities convertible into common stocks, U.S. dollar-denominated ADRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges.

 

American Beacon Small Cp Val Inv (AVPAX) Fund Strength What we like about American Beacon Small Cp Val Inv (AVPAX) Fund

Data for American Beacon Small Cp Val Inv Fund (AVPAX) as of Aug 30, 2014

  • American Beacon Small Cp Val Inv Fund (AVPAX) management has been with American Beacon Small Cp Val Inv Fund for 15.8 years
  • American Beacon Small Cp Val Inv Fund (AVPAX) has good short-term performance (1-year return 19.88% vs 19.15% Small Value category median performance)
  • American Beacon Small Cp Val Inv Fund (AVPAX) has good mid-term performance (3-year return 20.42% vs 18.90% Small Value category median performance)
  • American Beacon Small Cp Val Inv Fund (AVPAX) has good Long-term performance (5-year return 17.30% vs 16.40% Small Value category median performance)
  • American Beacon Small Cp Val Inv Fund (AVPAX) ratio of up-years vs down years is greater than 2
  • American Beacon Small Cp Val Inv Fund (AVPAX) has an annual stock turnover rate of 48.00% vs Small Value average of 66.75%. It is good that American Beacon Small Cp Val Inv management does not trade extensively for its return.
  • American Beacon Small Cp Val Inv Fund (AVPAX) has a lower expense ratio than its Small Value average: 1.18% vs 1.35%
  • American Beacon Small Cp Val Inv Fund (AVPAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Beacon Small Cp Val Inv Fund (AVPAX) Weakness What we are cautious about American Beacon Small Cp Val Inv (AVPAX) Fund

Data for American Beacon Small Cp Val Inv Fund (AVPAX) as of Aug 30, 2014

  • American Beacon Small Cp Val Inv Fund (AVPAX) has a Morningstar rating of 3 and below
  • American Beacon Small Cp Val Inv Fund (AVPAX) is less safe compared to its Small Value peers
  • American Beacon Small Cp Val Inv Fund (AVPAX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.86 that is higher than category average of 15.76
See American Beacon Small Cp Val Inv Fund (AVPAX) performance details as of Aug 30, 2014

 

What do you think?

 

Compare American Beacon Small Cp Val Inv Fund (AVPAX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Beacon Small Cp Val Inv3.1319.8820.4217.30
DFA US Targeted Value R2 (DFTPX)5.3124.1922.3818.57Compare
Robeco Boston Partners Sm Cap Val II I (BPSIX)3.5719.3321.2617.13Compare
Consulting Group Small Cap Value Equity (TSVUX)4.7120.1720.0717.96Compare

See top fund managers for Small Value Category Funds

 

Compare American Beacon Small Cp Val Inv Fund (AVPAX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Small Cap Value ETF (VBR)8.47%25.53%21.96%
Rydex S&P Midcap 400 Pure Value (RFV)8.49%23.84%23.07%
iShares Morningstar Small Value Index (JKL)7.00%23.52%21.71%
First Trust Mid Cap Value Alpha (FNK)7.55%23.12%22.13%
Rydex S&P SmallCap 600 Pure Value (RZV)1.58%22.84%23.07%

 

Graph of American Beacon Small Cp Val Inv Fund (AVPAX) Net Asset TrackingAmerican Beacon Small Cp Val Inv (AVPAX) Fund Net Asset

Track net asset change of American Beacon Small Cp Val Inv fund (AVPAX)

DateNet Asset
08/2014$5.71B
07/2014$5.47B
06/2014$5.77B
More historic net asset information on American Beacon Small Cp Val Inv Fund (AVPAX)

  

Graph of American Beacon Small Cp Val Inv Fund (AVPAX) Portfolio TrackingAmerican Beacon Small Cp Val Inv (AVPAX) Fund Portfolio Allocation

Track portfolio allocation change of American Beacon Small Cp Val Inv fund (AVPAX)

DateCashStockBondOther
07/20144.46%95.54%0%0%
05/20144.23%95.77%0%0%
04/20143.47%96.53%0%0%
Click here to see more historic asset allocation information on American Beacon Small Cp Val Inv Fund (AVPAX)

 

graph of American Beacon Small Cp Val Inv Fund (AVPAX) Top 10 Position TrackingTop 10 Holdings in American Beacon Small Cp Val Inv (AVPAX) Fund

Discover what American Beacon Small Cp Val Inv Fund (AVPAX) manager is buying

Jul 30, 2014
Russell 2000 Mini Sep14 Imeq 20140919 [3.99%]
First Horizon National Corporat [0.95%]
Con-Way, Inc. Common Stock [0.81%]
Vishay Intertechnology, Inc. Co [0.78%]
HealthSouth Corporation Common [0.74%]
Synovus Financial Corp. Common [0.71%]
Wellcare Health Plans, Inc. Com [0.65%]
American Axle & Manufacturing H [0.63%]
LifePoint Hospitals, Inc. [0.6%]
Kaiser Aluminum Corporation [0.57%]

May 30, 2014
Russell 2000 Mini Jun14 Imeq 20140620 [3.88%]
First Horizon National Corporat [0.93%]
Wellcare Health Plans, Inc. Com [0.75%]
Vishay Intertechnology, Inc. Co [0.75%]
Con-Way, Inc. Common Stock [0.74%]
HealthSouth Corporation Common [0.67%]
Oshkosh Corporation (Holding Co [0.65%]
American Axle & Manufacturing H [0.63%]
Synovus Financial Corp. Common [0.61%]
LifePoint Hospitals, Inc. [0.61%]

Apr 29, 2014
Russell 2000 Mini Jun14 Imeq 20140620 [2.99%]
First Horizon National Corporat [0.95%]
Con-Way, Inc. Common Stock [0.72%]
Oshkosh Corporation (Holding Co [0.68%]
HealthSouth Corporation Common [0.68%]
LifePoint Hospitals, Inc. [0.68%]
Vishay Intertechnology, Inc. Co [0.68%]
Wellcare Health Plans, Inc. Com [0.67%]
Synovus Financial Corp. Common [0.61%]
American Axle & Manufacturing H [0.61%]
Click here for Stock Holding Change Map in American Beacon Small Cp Val Inv Fund (AVPAX)

  

Latest News on American Beacon Small Cp Val Inv (AVPAX) Fund

See what is happening with American Beacon Small Cp Val Inv Fund (AVPAX)

 

American Beacon Small Cp Val Inv Fund (AVPAX) Related ResourcesSee more information on American Beacon Small Cp Val Inv (AVPAX) Fund

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