Intro Guide To The American Beacon Small Cap Value Investor Fund (AVPAX)

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.

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