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American Beacon Bridgeway Large Cap Value Fund

Portfolio information as of December 31, 2023
  • Summary
  • Performance
  • Overview

Investment Objective

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


Bridgeway Capital Management 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, president, CEO and co-chief investment officer of Bridgeway Capital Management; industry since 1993
  • Elena Khoziaeva, CFA, co-chief investment officer; industry since 1998
  • Michael Whipple, CFA; industry since 2002

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

$294.6 Million  

Sub-Advisor (%)

Bridgeway Capital Management, LLC 100.0

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Investing in value stocks may limit downside risk over time; however, the Fund may produce more modest gains than riskier stock funds as a trade-off for this potentially lower risk. Quantitative models may not perform as expected and may result in losses for the Fund. Investing in foreign securities may involve heightened risk due to currency fluctuations and economic and political risks. To the extent the Fund invests more heavily in particular sectors, its performance will be sensitive to factors affecting those sectors. Financial sector companies are heavily regulated and particularly sensitive to interest rate fluctuations. Although the Fund is managed pursuant to a tax management strategy, the Fund’s investments could create capital gains. 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. The Fund’s incorporation of environmental, social and/or governance (ESG) considerations in its investment strategy may cause it to underperform funds that do not incorporate these considerations. 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 is a registered service mark of American Beacon Advisors, Inc. American Beacon Funds and American Beacon Bridgeway Large Cap Value Fund are service marks of American Beacon Advisors, Inc.