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Morningstar

American Beacon Frontier Mkts Inc R5 AGEIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 6.96  /  0.00
  • Total Assets 400.2 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 9.08%
  • Effective Duration 3.30 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis AGEIX

Will AGEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGEIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AGEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AGEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin American Beacon Frontier Mkts Inc R5's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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