American Beacon Bridgeway Large Cap Value Fund Investor Class

Frequently Asked Questions About BWLIX

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 1.04%. 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) is one share class of a fund that manages $274.0M across all of its share classes (BRLVX, BWLAX report the same total). Our data does not carry the assets of this share class alone. 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BWLIX's is 1.04%) in exchange for the discretion to over- or under-weight positions.

When was BWLIX launched?

American Beacon Bridgeway Large Cap Value Fund Investor Class (BWLIX) launched in February 2012 and is managed by American Beacon.

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.