American Beacon Holland Large Cap Growth Fund Investor Class (LHGFX)

24.97
Net Asset Value
-0.95%
1 Day
+2.42%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.25%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital; the receipt of dividend income is a secondary consideration. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of large market capitalization companies at the time of purchase. The adviser considers large market capitalization companies to be companies that have market capitalizations (stock market worth) within the market capitalizations of the companies in the Russell 1000  Index at the time of investment. The fund invests primarily in U.S. companies.

Performance

1 month-0.09% 3 years+9.44%
3 months+2.91% 5 years+12.89%
1 year+7.71% Since inception+7.90%
Data through --

Peer Comparisonvs. Large growth

 LHGFXCategory
Performance 5-yr return+12.89%+9.98%
Expense ratio1.25%1.17%
Risk 5 year sharpe ratio0.840.84
Net assets$93.2M$2.8B
Average market cap$56.0B$88.4B
Average P/E23.327.9
Portfolio turnover24%24%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAmerican Beacon
Fund manager & tenureMonica Walker / 20 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock93.82%
Cash4.13%
International stock2.05%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Energy 17.01%
Healthcare 12.59%
Hardware 12.09%
Consumer service 9.96%
Telecommunication 8.97%
Top 10 Holdings
Portfolio weighting
AAPL Apple4.46%
V Visa4.46%
GOOG Google4.33%
AMZN Amazon3.94%
-- 3.76%
PCLN Priceline3.34%
LUV Southwest Airlines3.15%
ADBE Adobe3.15%
CVS CVS Caremark2.89%
GILD Gilead Sciences2.58%

Partner Offers

NextAdvisor