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American Beacon Zebra Global Equity Fund

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

Investment Objective

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

Economic Intelligence

Zebra Capital Management, the Fund’s sub-advisor, is a privately owned investment company founded by Yale University professor and pioneering investment researcher Roger Ibbotson, which pursues investment strategies based on systematically exploiting market characteristics supported by basic economic principles.

  • Firm inception: 2001
  • Portfolio Managers:
    • Roger Ibbotson, chief investment officer,
      39 years experience
    • Eric Stokes, portfolio manager,
      22 years experience

the benefits of unpopular stocks

The Fund’s manager seeks out less popular stocks among public equities worldwide, taking positions in companies that have strong fundamentals but do not trade as frequently as similar issues.

  • Less popular stocks can often capture a “liquidity premium,” defined as the additional return that may be realized on the sales of securities that are less liquid at the time of purchase.
  • The manager’s research shows that highly traded, more liquid stocks tend to be priced at a premium, while less popular and less liquid stocks are priced at a discount, thus having higher expected appreciation.
  • These issues may be fundamentally sound stocks that are less frequently traded because they have temporarily fallen out of favor.

Total Fund Assets

$7.1 Million  

Sub-Advisor (%)

Zebra Capital Management, LLC 100.0

FUND overview flyer*

asset class spotlight:
Global Equity*

sub-advisor video

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The Fund’s investments in equity securities may include large and mid-cap U.S. and non-U.S. common stocks, preferred stocks, securities convertible into or exchangeable for common stocks, REITs, ADRs and MLPs. The Fund may invest in futures contracts, 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. At times, certain securities may have limited marketability and may be difficult to sell. 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 Zebra Global Equity Fund are service marks of American Beacon Advisors, Inc.