AVPAX Rating, Research - American Beacon Small Cp Val Inv

American Beacon Small Cp Val Inv (avpax)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands

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Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 28

Threats + Weaknesses = 15

When strengths & opportunities substantially exceed threats & weaknesses an investment in the avpax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

American Beacon Small Cp Val Inv (AVPAX) Description: AVPAX is a mutual fund, which is an investment that owns a basket of assets. The AVPAX mutual fund was provided by American Beacon and this investment vehicle derives the majority of its value from equity holdings (stocks). American Beacons mutual fund has a long management tenure and is in the large fund size classification. AVPAXs minimum initial investment amount is $2500 while the IRA minimum is $150. AVPAXs expense ratio is roughly 1%. The latest AVPAXs front end load was 0% and the back end load was 0%. The American Beacon Small Cp Val Inv (AVPAX) mutual fund falls under the small value category. AVPAX focuses its investments in USA and AVPAX is not affiliated with a particular industry or fund sector. The American Beacon Small Cp Val Inv (AVPAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AVPAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AVPAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return with a secondary objective of principal preservation. The fund primarily invests in a combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2025. It uses an asset allocation strategy that becomes increasingly conservative until it reaches 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2025).


Management Analysis Update

American Beacon Small Cp Val Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. American Beacon Small Cp Val Inv has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update