Mutual Funds - Latest Summary ( 23 Funds, 102 Classes )


American Beacon Bahl & Gaynor Small Cap Growth Fund

Small-Cap > Growth

GBSAX rank - 11 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in high-quality d

YTD
0%
2024
0%

The fund seeks primarily current income and secondarily capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research t

YTD
3.74%
2024
-1.53%

American Beacon SSI Alternative Income Fund

NA > NA

PSCIX rank - 201 of 432

The fund seeks primarily income and secondarily absolute returns by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team employs a convertible ar

YTD
-100%
2024
4.5%

The fund seeks capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to capitalize on price trends (

YTD
-1.52%
2024
1.54%

American Beacon Stephens Small Cap Growth Fund

Small-Cap > Growth

SPWAX rank - 211 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies that

YTD
5.12%
2024
6.36%

American Beacon Small Cap Value Fund

Small-Cap > Value

AASRX rank - 51 of 340

The fund seeks capital appreciation in the long term and current income by investing in small-size companies in the United States.

The fund manages assets with the help of six complementary sub-advisers namely Brandywine Global Investment Management, LLC, Hotchkis and Wiley Capital Management, LLC, Mellon Investments Corporation, Barrow, Hanley, Mewhinney & Strauss, LLC, Foundry P

YTD
-100%
2024
15.25%

Clearwater Select Equity Fund

Small-Cap > Core

QWVOX rank - 424 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The fund prefers a multi-style, multi-manager investing approach with the aim of reducing volatility and downside risk.

The fund allocates portions of its net assets among sub-advisers who employ distinct investment styles.

The fund manages assets with th

YTD
3.08%
2024
9.99%

American Beacon Zebra Small Cap Equity Fund

Small-Cap > Core

AZSAX rank - 275 of 433

The fund seeks capital appreciation in the long term and income by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to captu

YTD
0%
2024
-100%

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dome

YTD
1.28%
2024
8.55%

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of companies

YTD
-100%
2024
-8.63%

The fund seeks capital appreciation in the long term and income by investing in companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securitie

YTD
0%
2024
0%

Harbor International Fund

Large-Cap > Growth

HRINX rank - 29 of 116

The fund seeks total return in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign comp

YTD
0.25%
2024
0.43%

Harbor Diversified International All Cap Fund

Multi-Cap > Core

HRIDX rank - 0 of 508

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on fore

YTD
-100%
2024
6.58%

Goldman Sachs China Equity Fund

Large-Cap > Core

GSAGX rank - 117 of 111

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

According to the investment team, China includes Mainland C

YTD
-100%
2024
12.06%

American Beacon International Equity Fund

Large-Cap > Core

AAISX rank - 38 of 111

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The fund manages assets by hiring sub-advisors and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors are Causeway Capital Management LLC, Lazard Asset Management LLC, a

YTD
3.75%
2024
-17.48%

The fund seeks capital appreciation in the long term by investing in companies economically tied to emerging market countries.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The investment team considers a co

YTD
0%
2024
0%

American Beacon Shapiro Equity Opportunities Fund

Multi-Cap > Value

SHXIX rank - 127 of 172

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-advisor’s investment process is designed to highlight companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

Next, the research team evaluates a company’s intrinsic value on the basis of valuatio

YTD
3.87%
2024
5.36%

American Beacon Mid-Cap Value Fund

Mid-Cap > Value

AACIX rank - 40 of 223

The fund seeks capital appreciation and current income in the long term by investing in mid-size companies in the United States.

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors rely on fundamental analysis and changing economic trends to

YTD
0%
2024
0%

American Beacon Bridgeway Large Cap Value Fund

Large-Cap > Value

BRLVX rank - 235 of 377

The fund seeks primarily capital appreciation and secondarily current income by investing in large-size companies in the United States.

The sub-advisor employs a proprietary statistically driven approach to identify undervalued companies relative to valuation multiples such as earnings, sales, or cash flow.

As part of its process, the research team implements a multiple-mode

YTD
1.01%
2024
-1.47%

American Beacon Bridgeway Large Cap Growth Fund

Large-Cap > Growth

BLYAX rank - 155 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub advisor’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The research team employs a statistically driven

YTD
0%
2024
7.41%

American Beacon Shapiro SMID Cap Equity Fund

Mid-Cap > Core

SHDIX rank - 0 of 282

The fund seeks capital appreciation in the long term by investing in small- and-mid-size companies in the United States.

The sub-advisor’s investment process is designed to identify companies with well-established operations, a high return on invested assets, and products or services with a minimized chance of obsolescence.

The team also favors companies with significa

YTD
-100%
2024
0.45%

American Beacon Stephens Mid-Cap Growth Fund

Mid-Cap > Growth

SFMIX rank - 220 of 326

The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.

The sub-advisor’s investment process is designed to identify companies with sustainable earnings growth and earnings catalysts that are expected to experience an earnings boost and behavioral finance metrics. The process looks to identify the magnitude and duration of earnings change.

The fund favors companies with a track record of sustainable earnings and companies with presence of near-term catalyst that could revalue the stock price higher.

YTD
0.42%
2024
9.26%

American Beacon Large Cap Value Fund

Large-Cap > Value

AADEX rank - 158 of 377

The fund seeks primarily capital appreciation and secondarily current income by investing in large-size companies in the United States.

The fund manages assets by hiring sub-advisors and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors are Massachusetts Financial Services Company, Barrow,

YTD
2.66%
2024
2.29%
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