American Beacon Small Cap Value Fund: A Comprehensive Review

The American Beacon Small Cap Value Fund is a solid choice for investors looking to diversify their portfolios. It has a long history of delivering strong returns, with a 10-year annualized return of 12.6% as of 2022.

The fund's investment strategy focuses on finding undervalued small-cap stocks with strong growth potential. This approach has allowed it to consistently outperform its benchmark, the Russell 2000 Value Index.

One of the key benefits of the American Beacon Small Cap Value Fund is its low expense ratio of 0.95%. This means that investors can keep more of their returns, rather than paying high fees to other funds.

The American Beacon Small Cap Value Fund is a US-based investment fund. It was founded on December 31, 1998.

The fund is part of the American Beacon family. This is a reputable name in the investment world.

The fund's manager is James Miles, a seasoned professional in the industry.

Here are some key facts about the fund's incorporation and listing:

The fund's valuation ratios are below average. Specifically, it has a below-average price to book value ratio and a below-average price to sales ratio.

American Beacon Small Cap Value has delivered a 1.7% return year-to-date, ranking it 54.33% in its category. This is a relatively stable performance, especially considering the category return low of -3.3% and high of 8.1%.

Over the past year, the fund has returned 10.3%, outperforming its category with a rank of 67.55%. This is a notable achievement, especially when compared to the category return low of -10.3% and high of 29.1%.

Here's a summary of the fund's returns over different periods:

Its trailing return since inception is 7.45%, which is a respectable figure considering the fund's focus on small-cap value stocks.

Performance is a key aspect of any investment, and it's essential to understand how it's measured. The article provides various metrics to evaluate performance, including returns, risk, and correlation.

The current year's performance is 1.70%, as shown in the Performance section. This is a respectable return, especially considering the current market conditions.

One way to gauge performance over time is by looking at the trailing returns. According to the article, the 1-year trailing return is 14.48%, which is significantly higher than the current year's return. This suggests that the investment has been performing well in the long term.

Here's a summary of the trailing returns over different periods:

Risk-adjusted returns are also an essential aspect of performance evaluation. The article shows that the 3-year risk-adjusted return is -4.48%, indicating that the investment has been underperforming compared to its risk level. This highlights the importance of considering risk when evaluating performance.

The article also provides metrics such as the Treynor Ratio, which measures the excess return per unit of risk. The 1-year Treynor Ratio is 9.99, indicating that the investment has been providing a high return relative to its risk level.

Dividend Yield Analysis is a crucial aspect of evaluating a stock's performance.

The Dividend Yield of AVFIX is 1.61%, which is significantly lower than the Category High of 14.14%. This indicates that AVFIX is not a high-yield dividend stock.

AVFIX's Dividend Yield is actually lower than the Category Low of 0.00%, which suggests that the stock is not providing any dividend income.

Comparing AVFIX to its peers, its Dividend Yield of 1.61% ranks 23.44% in the category.

In contrast, another stock has a much higher Dividend Yield of 8.52%. This is a clear indication that this stock is providing a higher return to its investors through dividend payments.

The Dividend Yield of 8.52% is still lower than the Category High of 14.14%, but it's a significant improvement over AVFIX.

American Beacon Small Cap Value is a fund that invests in small-cap stocks, which are companies with a market capitalization between $300 million and $2 billion.

The fund's investment strategy focuses on finding undervalued companies with strong financials and growth potential.

American Beacon Small Cap Value has a long-term track record, with its inception date dating back to 2001.

The fund's management team has a proven ability to identify and invest in small-cap stocks that outperform their peers.

In terms of fees, the fund has a net expense ratio of 0.95%, which is relatively low compared to its peers.

The fund's portfolio is diversified across various industries, including technology, healthcare, and finance.

American Beacon Small Cap Value is a fund that focuses on investing in small-cap companies. It has a low turnover ratio of 25%, indicating a buy-and-hold approach.

The fund's expense ratio is 0.93%, which is lower than the average expense ratio of its peers. This suggests that the fund is cost-efficient.

American Beacon Small Cap Value has a dividend yield of 1.44%, making it an attractive option for income-seeking investors.