- What does BWLIX invest in?
- The fund aims to generate a strong long-term total return on capital, primarily through growth in value rather than income. It strategically invests in a diverse portfolio of common stocks issued by large corporations listed on the New York Stock Exchange, NYSE American, or NASDAQ. Under typical market conditions, at least 80% of the fund's net assets (including any funds borrowed for investment) are committed to large-capitalization value stocks at the point of purchase.
- What is the expense ratio of BWLIX?
- American Beacon Bridgeway Large Cap Value Fund Investor Class (BWLIX) charges an expense ratio of 1.20%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BWLIX?
- American Beacon Bridgeway Large Cap Value Fund Investor Class (BWLIX) manages $257.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BWLIX actively managed or an index fund?
- BWLIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BWLIX launched?
- American Beacon Bridgeway Large Cap Value Fund Investor Class (BWLIX) launched in February 2012 and is managed by the fund issuer.
- How has BWLIX performed?
- BWLIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
