AVPAX : American Beacon Small Cap Value Fund Investor Class

AVPAX is a US Stocks Market Small Value with MODERATE fees.

AVPAX

American Beacon Small Cap Value Fund Investor Class

FI Score

58 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

58% FI Score
  • avpax
  • Mutual Fund
  • US Stocks
  • Small Value

American Beacon Small Cap Value Fund Investor Class

Expenses: 1.14% (Better than 1% of similar funds)

This is an OK choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and current income. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of small market capitalization U.S. companies. These companies have market capitalizations of $5 billion or less at the time of investment. The fund's investments may include common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks traded on U.S. exchanges (collectively, "stocks").

Largest Holdings

Amount Holding
4.52% E-Mini Russ 2000 Jun20 Xcme 20200619
1.75% Diodes Inc
0.99% Enstar Group Ltd
0.94% II-VI Inc
0.94% Portland General Electric Co
0.91% Brooks Automation Inc
0.89% Evercore Inc A
0.84% Vishay Intertechnology Inc
0.81% Federal Signal Corp
0.79% Ciena Corp
0.72% Arrow Electronics Inc
0.72% Darling Ingredients Inc
0.72% MGIC Investment Corp
0.71% Avista Corp
0.71% CNO Financial Group Inc
0.71% Popular Inc
0.71% KBR Inc
0.69% Greenbrier Companies Inc
0.67% Stifel Financial Corp
0.63% PRA Group Inc
0.61% Prosperity Bancshares Inc
0.58% Encompass Health Corp
0.58% Primoris Services Corp
0.56% Mobile Mini Inc
0.56% Lexington Realty Trust

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo