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American Beacon Bahl & Gaynor Small Cap Growth FUND

Portfolio information as of June 30, 2022
  • Summary
  • Performance
  • Overview

Investment Objective

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


Bahl & Gaynor Investment Counsel 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 A. Woods, CFA; industry since 1989
  • Scott D. Rodes, CFA; industry since 1985
  • Stephanie S. Thomas, CFA; industry since 1990
  • James E. Russell, Jr.; industry since 1988
  • Nicholas W. Puncer, CFA; industry since 2007

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

$35.6 Million  

Sub-Advisor (%)

Bahl & Gaynor Investment Counsel 100%

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Investing in small-capitalization stocks may involve greater volatility and lower liquidity than larger company stocks. Investing in foreign securities may involve heightened risk due to currency fluctuations and economic and political risks. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. The use of futures contracts for cash management may subject the Fund to losing more money than invested. The Fund participates 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.