American Beacon Small Fund Quote
AVFIX Fund | USD 25.07 0.04 0.16% |
PerformanceVery Weak
| Odds Of DistressLow
|
American Beacon is trading at 25.07 as of the 17th of February 2025; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 25.11. American Beacon has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 2025. 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
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American Mutual Fund Highlights
Fund Concentration | American Beacon Funds, Large Funds, Small Value Funds, Small Value, American Beacon (View all Sectors) |
Update Date | 31st of December 2024 |
American Beacon Small [AVFIX] is traded in USA and was established 17th of February 2025. 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 7.37 B in assets under management (AUM) with no minimum investment requirementsAmerican Beacon Small is currently producing year-to-date (YTD) return of 1.7% with the current yeild of 0.01%, while the total return for the last 3 years was 6.87%.
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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
TCBI | Texas Capital Bancshares | Stock | Financials | |
AVT | Avnet Inc | Stock | Information Technology | |
WHR | Whirlpool | Stock | Consumer Discretionary | |
FLR | Fluor | Stock | Industrials | |
FULT | Fulton Financial | Stock | Financials | |
ASB | Associated Banc Corp | Stock | Financials | |
MTG | MGIC Investment Corp | Stock | Financials | |
ATSG | Air Transport Services | Stock | Industrials |
American Beacon Small Risk Profiles
Mean Deviation | 0.844 | |||
Standard Deviation | 1.25 | |||
Variance | 1.57 | |||
Risk Adjusted Performance | (0.09) |
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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