Mutual Funds - Profile

American Beacon Bridgeway Large Cap Growth Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub advisor’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The research team employs a statistically driven approach to identify companies that exhibit above average growth prospects.

Next, the team is using fundamental analysis to evaluate a company’s financial strength, value metrics and price momentum.

The sub-advisor may also include stocks of other companies with similar growth characteristics whose market capitalizations are More

Price

  • Last Close
  • $43.18
    +0.19
  • 52 Week HL
  • $43.5 - $30.68
  • Net Assets
  • $239.2 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Apr 02, 2021

Company Holding
Apple, Inc. 4.7
Amazon.com, Inc. 3.8
Microsoft Corp. 3.0
Roku, Inc. 2.9
RingCentral, Inc. 2.8
Company Holding
Advanced Micro 2.2
Monster Beverage 2.2
Match Group, 2.2
Cadence Design 2.2
Lululemon Athletica, 2.0
Total 28%

Manager

  • Name
  • John Montgomery
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Bridgeway Capital Management, Inc.

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
19.3 % YTD

  • 3 Year
  • 71.28%
  • 5 Year
  • 0%
  • Best
  • 21.6%
    2020
  • Worst
  • 18.12%
    2019

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BLYRX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2% -18.3% 16.6% - - - - - - - -
Q2 10.2% 30% 2.8% 4.3% - - - - - - -
Q3 6.2% 10.6% -3.6% 6.2% - - - - - - -
Q4 - 3.5% -0.2% -19% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.8% 2.5% 0.3% 5.6% -1.6% 6% 1.8% 3.8% 0.5% - - -
2020 0.9% -6.7% -13.3% 14.9% 6.3% 6.4% 6.9% 6.9% -3.1% -3.1% 12.9% -5.4%

Annual Return

Index Comparison

Alpha

NAV