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American Beacon Bridgeway Large Cap Growth II Fund Investor Class (LHGFX)

17.88
Net Asset Value
+1.02%
1 Day
-26.15%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.27%
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 seeks to achieve its investment objective by investing primarily in equity securities of large-capitalization growth companies. 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.

Performance

1 month+2.36% 3 years+12.08%
3 months+6.89% 5 years+14.42%
1 year+24.26% Since inception+8.55%
Data through --

Peer Comparisonvs. Large growth

 LHGFXCategory
Performance 5-yr return+14.42%+13.70%
Expense ratio1.27%1.12%
Risk 5 year sharpe ratio1.281.35
Net assets$101.7M$3.5B
Average market cap$37.8B$125.0B
Average P/E23.727.2
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyAmerican Beacon
Fund manager & tenureElena Khoziaeva / 0 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock93.79%
Cash4.47%
International stock1.75%
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
IWF iShares Russell 1000 Growth ETF4.50%
-- 4.02%
MU Micron Technology Inc2.50%
LRCX Lam Research Corp2.46%
MSFT Microsoft2.29%
UNH UnitedHealth2.29%
KO Coca-Cola2.27%
BA Boeing2.08%
NVDA NVIDIA Corp2.07%
APH Amphenol Corp1.95%