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American Beacon Large Cap Value Fund

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

Investment Objective

A multi-manager Fund seeking long-term capital appreciation and current income primarily through investments in large market capitalization U.S. stocks.

A TEAM OF MANAGERS

The Fund is sub-advised by four complementary asset managers that select stocks as follows:

  • Barrow: Bottom-up analysis, with P/E and P/B ratios below the market and dividend yield above the market.

  • Brandywine Global: Substantially undervalued, with dividend-paying companies receiving greater emphasis.

  • H&W: Sustainable cash flows and strong balance sheets, undervalued relative to tangible assets and long-term normal earnings power.

  • MFS: Undervalued, high-quality companies with sustainable, durable franchises, significant free cash flow and strong management teams.

STRENGTH IN DIVERSIFICATION

  • The multi-manager approach brings diversification to the Fund and helps protect it from single-manager risk.

  • The Fund’s bottom-up portfolio construction is well diversified at the security, industry and stock levels.

  • The Fund’s assets may also include preferred stocks, convertible securities, American Depositary Receipts and foreign stocks traded on U.S. exchanges.

  • As larger-cap companies return to their historical valuations, the Fund is well positioned to take advantage of this.

Total Fund Assets

$11.5 Billion  

Sub-Advisors (%)

Brandywine Global Investment Management, LLC 30.8
Barrow, Hanley, Mewhinney & Strauss, LLC 29.5
Hotchkis and Wiley Capital Management, LLC 29.3
Massachusetts Financial Services Co. 10.4

 



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 Large Cap Value Fund are service marks of American Beacon Advisors, Inc.