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American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund Ranking and Research

Ranking, Research and Recommendation of American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund

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Graph of American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) ManagerFund Manager - John Montgomery

Fund Manager Information

Fund Manager Tenure: 16.8 years
Fund Family: American Beacon
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

 

Graph of American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) ProfileAmerican Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) Profile

Fund Profile and Description

American Beacon Bridgeway Lg Cp Val Inst Fund seeks to provide long-term total return on capital, primarily through capital appreciation and some income. American Beacon Bridgeway Lg Cp Val Inst Fund will typically invest more than 80% of assets in companies that are in large stocks that are listed on the New York Stock Exchange, the American Stock Exchange, and NASDAQ. The Adviser selects stocks within the large-cap value category for the Fund using a proprietary quantitative approach. Value stocks are those the Adviser believes are priced cheaply relative to some financial measures of worth, such as the ratio of price to earnings, price to sales, or price to cash flow.

 

American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund Strength What we like about American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund

Data for American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) as of May 30, 2016

  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) management has been with American Beacon Bridgeway Lg Cp Val Inst Fund for 16.8 years
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) has good short-term performance (1-year return -1.03% vs -2.36% Large Value category median performance)
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) has good mid-term performance (3-year return 10.83% vs 7.81% Large Value category median performance)
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) has good Long-term performance (5-year return 12.18% vs 9.15% Large Value category median performance)
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) ratio of up-years vs down years is greater than 2
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) has a Morningstar rating of 4 and above
  • Asset base in American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) has an annual stock turnover rate of 43.00% vs Large Value average of 44.24%. It is good that American Beacon Bridgeway Lg Cp Val Inst management does not trade extensively for its return.
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.52, lower than category average of 11.7
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) has a lower expense ratio than its Large Value average: 0.79% vs 1.10%
  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) Weakness What we are cautious about American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund

Data for American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) as of May 30, 2016

  • American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) is less safe compared to its Large Value peers
See American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX)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 Bridgeway Lg Cp Val Inst4.10-1.0310.8312.18
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 Bridgeway Lg Cp Val Inst Fund (BRLVX)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 Bridgeway Lg Cp Val Inst Fund (BRLVX) Net Asset TrackingAmerican Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund Net Asset

Track net asset change of American Beacon Bridgeway Lg Cp Val Inst fund (BRLVX)

DateNet Asset
05/2016$3.06B
03/2016$2.78B
02/2016$2.38B
More historic net asset information on American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX)

  

Graph of American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) Portfolio TrackingAmerican Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund Portfolio Allocation

Track portfolio allocation change of American Beacon Bridgeway Lg Cp Val Inst fund (BRLVX)

DateCashStockBondOther
12/20151.82%98.18%0%0%
09/20152.67%97.33%0%0%
06/20152.76%97.24%0%0%
Click here to see more historic asset allocation information on American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX)

 

graph of American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) Top 10 Position TrackingTop 10 Holdings in American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund

Discover what American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) manager is buying

Dec 30, 2015
S+p500 Emini Fut Mar16 Xcme 20160318 [2.13%]
Cigna Corporation Common Stock [1.57%]
Tesoro Corporation Common Stock [1.53%]
SanDisk Corporation [1.48%]
JP Morgan Chase & Co. Common St [1.43%]
Northrop Grumman Corporation Co [1.34%]
Activision Blizzard, Inc [1.31%]
Valero Energy Corporation Commo [1.27%]
Kellogg Company Common Stock [1.21%]
Xerox Corporation Common Stock [1.2%]

Sep 29, 2015
S+p500 Emini Fut Dec15 Xcme 20151218 [2.03%]
Cigna Corporation Common Stock [1.82%]
Tesoro Corporation Common Stock [1.77%]
HCA Holdings, Inc. Common Stock [1.71%]
Universal Health Services, Inc. [1.55%]
Northrop Grumman Corporation Co [1.48%]
Phillips 66 Common Stock [1.34%]
SanDisk Corporation [1.34%]
Johnson & Johnson Common Stock [1.3%]
Valero Energy Corporation Commo [1.26%]

Jun 29, 2015
Cigna Corporation Common Stock [2.21%]
HCA Holdings, Inc. Common Stock [2.03%]
Universal Health Services, Inc. [1.79%]
S+p500 Emini Fut Sep15 Xcme 20150918 [1.65%]
Rite Aid Corporation Common Sto [1.58%]
Tesoro Corporation Common Stock [1.56%]
Celanese Corporation Celanese C [1.44%]
Northrop Grumman Corporation Co [1.43%]
Phillips 66 Common Stock [1.42%]
Abbott Laboratories Common Stoc [1.38%]
Click here for Stock Holding Change Map in American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX)

  

Latest News on American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund

See what is happening with American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX)

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American Beacon Bridgeway Lg Cp Val Inst Fund (BRLVX) Related ResourcesSee more information on American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Fund

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