| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
5
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 113 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 34.91 percent over the past year, 15.88 percent over the past three years, 8.30 percent over the past five years, and 11.17 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.6% |
| 1 Year | 34.9% |
| 3 Years (Annualized) | 15.9% |
| 5 Years (Annualized) | 8.3% |
| 10 Years (Annualized) | 11.2% |
Summary
The investment seeks long-term capital appreciation and current income. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small market capitalization U.S. companies. Its investments may include common stocks, preferred stocks, securities convertible into common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks trading on U.S. exchanges (collectively, "stocks").
Fees
Fees are Below Average compared to funds in the same category.
American Beacon Small Cap Value Fund has an expense ratio of 0.56 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
