Back arrow Back to the list of all funds

American Beacon Bahl & Gaynor Small Cap Growth FUND

Portfolio information as of September 30, 2014
  • Summary
  • Performance
  • Overview

Investment Objective

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

CONTINUITY AND CONSISTENCY

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

A SMALL-CAP growth STRATEGY
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*


*For investment professional use only. Login required.


The Fund’s investments in small capitalization growth stocks may involve greater volatility and lower liquidity than larger company stocks. The Fund’s investments in foreign securities may involve heightened risk due to currency fluctuations and economic and political risks. Use of futures contracts for cash management may subject the Fund to losing more money than invested. 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. 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.