3 / 5 Stars
3 3 2 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.79 percent over the past year, 12.81 percent over the past three years, 27.13 percent over the past five years, and 8.51 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||27.1%|
|10 Years (Annualized)||8.5%|
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 are Low compared to funds in the same category.
American Beacon Small Cap Value Fund has an expense ratio of 1.60 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.