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Portfolio information as of July 14, 2014
  • Summary

Investment Objective

The Fund’s investment objective is long-term capital appreciation.


Bahl & Gaynor Investment Counsel, Inc. was founded in 1990 and is independently owned and operated by a tenured team of investment professionals. Bahl & Gaynor offers a well-defined investment philosophy emphasizing the long-term advantages of owning conservative stocks that pay increasing dividends.

Firm inception: 1990

Portfolio Managers:

  • Edward Woods, CFA, 24 years experience
  • Scott Rodes, CFA, 28 years experience
  • Stephanie Thomas, CFA, 24 years experience

FOR conservative investors

The Fund is a conservative, small-cap growth strategy emphasizing high-quality, dividend-paying stocks. Bahl & Gaynor believes that dividends pay dividends. At the time of purchase, at least 80% of the stocks in the portfolio are expected to pay a dividend, preferably one that is increasing. This investment philosophy is intended to enable the Fund to exceed performance expectations while at the same time preserving capital in declining markets and providing a steady income stream.

The Fund strategy seeks:

  • Capital preservation
  • Price appreciation
  • Income

Total Fund Assets

$3 Million  

Sub-Advisor (%)

Bahl & Gaynor Investment Counsel, Inc. 100%

FUND overview flyer*

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Investing in foreign securities entails additional risk not associated with domestic securities, such as currency fluctuations, economic and political instability and differences in accounting standards. The Fund may invest in futures contracts, which are a type of derivative investment. Investing in derivatives could result in losing more than the amount invested. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. The Fund invests in small and/or mid-sized companies, which involves additional risks such as limited liquidity and greater volatility than larger companies. The Fund may participate in a securities lending program. Please see the prospectus for a complete discussion of the Fund’s risks. There can be no assurances that the investment objectives of this Fund will be met.

For a prospectus containing more information, including expenses, click here. Read it carefully before you invest or send money. Past performance is no guarantee of future results.

American Beacon Funds and American Beacon Bahl & Gaynor Small Cap Growth Fund are service marks of American Beacon Advisors, Inc.