Back arrow Back to the list of all funds

American Beacon Bridgeway Large Cap Value Fund

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

Investment Objective

The Fund seeks to provide long-term total return on capital, primarily through capital appreciation and, to a lesser extent, income.

A STATISTICALLY DRIVEN APPROACH

Bridgeway Capital Management Group, LLC, offers rigorous evidence-based, statistically driven criteria in its disciplined investment processes. The firm donates 50% of its net profits to charitable and nonprofit organizations.

Firm inception: 1993

Collaborative portfolio management team with experience in modeling and research:

  • John Montgomery, founder and CIO of Bridgeway Capital Management, 21 years experience

  • Elena Khoziaeva, CFA, 15 years experience

  • Michael Whipple, CFA, 12 years experience

Rigorous Selection Process

Bridgeway seeks a quality tilt in its stocks, for participation in up markets and risk mitigation in down markets. The fund uses a statistically driven investment strategy. The process:

  • Seeks stocks with the proper value metrics, price momentum and financial health implemented with a multiple model approach.

  • Applies a risk review for diversification, portfolio characteristics and tax impact.

  • Finally, the models are combined into a portfolio intended to outpace the Russell 1000 Value Index.

Total Fund Assets

$950.9 Million  

Sub-Advisor (%)

Bridgeway Capital Management, Inc. 100.0

FUND overview flyer*

fund spotlight*

fund brochure*

sub-advisor video


*For investment professional use only. Login required.


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. 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 intrinsic value of stocks selected for the Fund may never be realized by the market, and the prices of value stocks may go down. While investing in value stocks may limit downside risk over time, the Fund may produce more modest gains than riskier stock funds as a trade-off for this potentially lower risk. 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 Bridgeway Large Cap Value Fund are service marks of American Beacon Advisors, Inc.