American Beacon Lg Cap Value Inst (AADEX)
25.71 
0.03(0.12%) 25 May
| Prev Close: | 25.74 |
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| YTD Return*: | 11.41% |
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| Net Assets*: | 9.16B |
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| Yield*: | 2.03% |
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* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| JPM | 3.96 | 9.46 |
| S+p 500 E Mini Index Futures Mar13 Xiom | 3.18 | 8.78 |
| WFC | 2.65 | 17.75 |
| JNJ | 2.37 | 15.95 |
| PFE | 2.16 | 4.74 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 9.16B |
| Category: | Large Value |
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| Total Expense Ratio: | 0.59% |
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Performance & Risk
| YTD Return: | 11.41% |
| 5y Avg Return: | 5.03% |
| Rank in Category (ytd): | 41 |
| % Rank in Category (ytd): | 3.21% |
| Beta (3y): | 1.09 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks long-term capital appreciation and current income.
The fund normally invests at least 80% of its net assets in equity securities of large market capitalization U.S. companies. These companies have market capitalizations within the market capitalization range of the companies in the Russell 1000® Index. Its investments may include common stocks, preferred stocks, securities convertible into U.S. common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks trading on U.S. exchanges (collectively referred to as "stocks").
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