Intro Guide To The American Beacon Small Cap Value Investor Fund (AVPAX)
Zacks Investment Research | Dec 01, 2016 11:57PM ET
American Beacon Small Cap Value Investor (AVPAX ) a Zacks Rank #2 (Buy) was incepted in March 1999 and is managed by AMR Investment Services, Inc. AVPAX seeks long-term capital appreciation and current income. AVPAX invest, ordinarily, at least 80% of the total assets of the fund are invested in equity securities of small market capitalization U.S. companies. AVPAX’s investments may include common stocks, preferred stocks, securities convertible into common stocks, and U.S. dollar-denominated American Depositary Receipts.
This fund, as of the last filing, allocates their fund in three major groups; Small Value, Large Value and Small Growth. Further, as of the last filing, Vishay Intertechnology, Tutor Perini and Portland General Electric (NYSE:GE) were the top holdings for AVPAX.
American Beacon Small Cap Value Investor, managed by American Beacon , carries an expense ratio of 1.14%. Moreover, AVPAX requires a minimal initial investment of $2,500.
AVPAX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 4.29%, 3 year 1.25% and 5 year 9.38%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
AVPAX’s performance, as of the last filing, when compared to funds in its category was in the top 26% in 1 year, top 74% over the past 3 years, and in the 68% over the past 5 years.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week.Zacks Investment Research
Get The News You Want
Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.