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American Beacon Small Cp Val R5 AVFIX

Analyst rating as of
NAV / 1-Day Return
25.71  /  0.50 %
Total Assets
4.9 Bil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
Average
Longest Manager Tenure
23.39 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.83%
Turnover
48%
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Morningstar’s Analysis

Will AVFIX outperform in future?

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

Changes coming.

Associate Director

Summary

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American Beacon Small Cap Value’s subadvisor lineup is undergoing a remodel, with two fundamental managers departing and one joining. The changes introduce some uncertainty, leading to a downgrade of the strategy’s Morningstar Analyst Rating to Neutral from Bronze for cheaper share classes, while more pricier shares remain at Neutral.

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