American Beacon Small Cp Val Inv (AVPAX) a Zacks Rank #2 (Buy) invest, ordinarily, at least 80% of the total assets of the fund are invested in equity securities of small market capitalization U.S. companies.
This Small Value fund, as of the last filing, allocates their fund in three major groups; Small Value, Small Growth and Large Value. Further, as of the last filing, VISHAY INTERTECHNOLOGY IN, UMB FINANCIAL and PORTLAND GENERAL ELECTRIC were the top holdings for AVPAX.
The American Beacon Small Cp Val Inv fund, managed by Amer. 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 35.65%, 3 year 8.16% and 5 year 10.54%. 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 16% in 1 year and top 19% over the past 3 years.
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Zacks Investment Research
April 03, 2017 at 05:23PM
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from Zacks Equity Research
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