American Beacon Small Fund Quote

AVPAX Fund  USD 27.45  0.22  0.80%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
American Beacon is trading at 27.45 as of the 27th of November 2024; that is 0.8 percent down since the beginning of the trading day. The fund's open price was 27.67. American Beacon has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for American Beacon Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets are invested in equity securities of small market capitalization U.S. companies. More on American Beacon Small

Moving together with American Mutual Fund

  0.77SSIJX American Beacon SsiPairCorr
  0.91BRLGX American Beacon BridgewayPairCorr
  0.96BRLVX American Beacon BridgewayPairCorr

Moving against American Mutual Fund

  0.72GHQIX Amer Beacon GarciaPairCorr
  0.72GHQPX Amer Beacon GarciaPairCorr
  0.72GHQRX American Beacon GarciaPairCorr
  0.72GHQYX Amer Beacon GarciaPairCorr
  0.34TIVFX Tocqueville IntePairCorr

American Mutual Fund Highlights

Fund ConcentrationAmerican Beacon Funds, Large Funds, Small Value Funds, Small Value, American Beacon (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
American Beacon Small [AVPAX] is traded in USA and was established 27th of November 2024. American Beacon is listed under American Beacon category by Fama And French industry classification. The fund is listed under Small Value category and is part of American Beacon family. This fund presently has accumulated 4.63 B in assets under management (AUM) with no minimum investment requirementsAmerican Beacon Small is currently producing year-to-date (YTD) return of 15.91% with the current yeild of 0.01%, while the total return for the last 3 years was 7.03%.
Check American Beacon Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Beacon Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Beacon Small Mutual Fund Constituents

TCBITexas Capital BancsharesStockFinancials
HWCHancock Whitney CorpStockFinancials
SFStifel FinancialStockFinancials
ARWArrow ElectronicsStockInformation Technology
FULTFulton FinancialStockFinancials
AXLAmerican Axle ManufacturingStockConsumer Discretionary
IIVIII VI IncorporatedStockInformation Technology
FLRFluorStockIndustrials
More Details

American Beacon Small Risk Profiles

American Beacon Against Markets

Other Information on Investing in American Mutual Fund

American Beacon financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Beacon security.
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