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10 important things you should know about American Beacon AACIX mutual fund

Updated: October 10, 2021
57
Bull Case
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • High expense ratio

Before we start: if you’re looking for AACIX “stock” price, you can quickly find it out by visiting Finny and typing "AACIX quote". If you’re looking for a quick scoop on AACIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AACIX". You’ll get all this info in one place.

Are you looking to buy or sell AACIX? Or perhaps you’re looking for AACIX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AACIX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AACIX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AACIX buy or sell; the pros and cons of investing in AACIX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AACIX.

And here is the list of questions we’ll answer:

  1. Describe American Beacon Funds: American Beacon Mid-Cap Value Fund; Institutional Class Shares (AACIX).
  2. What are AACIX holdings?
  3. What is AACIX performance? What are AACIX historical returns?
  4. What is AACIX dividend yield?
  5. What is AACIX minimum initial investment amount?
  6. Does AACIX have any sales loads or 12b-1 distribution expenses?
  7. What is AACIX Finny Score? AACIX buy or sell?
  8. What are the pros of investing in AACIX? What are AACIX buy reasons?
  9. What are the cons of investing in AACIX? What are AACIX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Beacon Funds: American Beacon Mid-Cap Value Fund; Institutional Class Shares (AACIX).

The Fund seeks capital appreciation and current income by investing in securities of U.S. companies with market capitalizations similar to the market capitalizations of the companies in the Russell Midcap Index at the time of investment.

2. What are AACIX top holdings?

AACIX has 123 stock holdings and 0 bond holdings.

The top 10 holdings represent 23.29% of total assets. Here are the top holdings:

Name Symbol % Assets
Future on S&P Mid 400 Dec20 N/A 4.88%
State Street Instl US Govt MMkt Slct GVSXX 4.87%
Axis Capital Holdings Ltd AXS 2.66%
Aarons Holdings Co Inc Ordinary Shares AAN 2.18%
MGM Growth Properties LLC A MGP 1.74%
Marvell Technology Group Ltd MRVL 1.61%
Westinghouse Air Brake Technologies Corp WAB 1.48%
Fidelity National Financial Inc FNF 1.41%
Ally Financial Inc ALLY 1.23%
Marriott Vacations Worldwide Corp VAC 1.23%

3. What is AACIX performance? What are AACIX historical returns?

AACIX has generated the following returns:

  • 1-month return is 1.26%;
  • 3-month return is 3.87%;
  • 1-year return is 3.87%;
  • 3-year return is 9.94%;
  • 5-year return is 10.63%;
  • 10-year return is 13.18%;
  • 15-year return is 8.34%.

4. What is AACIX dividend yield?

AACIX yield is 1.59%.

5. What is AACIX minimum initial investment amount?

AACIX minimum initial investment amount is $250.00K.

6. Does AACIX have any sales loads or 12b-1 distribution expenses?

AACIX 12b-1 distribution fee is 0. AACIX front-end sales load is 0. AACIX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 57. Our quantitative analysis shows 4 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 57.

8. What are the pros of investing in AACIX? What are AACIX buy reasons?

The following are AACIX strengths from our perspective:

  • AACIX 5-year return is 10.63%, which is in line with the 5-year return of the benchmark index (Russell Mid Cap Value TR USD), 11.48%.
  • AACIX 10-year return is 13.18%, which is in line with the 10-year return of the benchmark index (Russell Mid Cap Value TR USD), 14.04%.
  • AACIX 15-year return is 8.34%, which is in line with the 15-year return of the benchmark index (Russell Mid Cap Value TR USD), 8.9%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in AACIX? What are AACIX negatives?

The following are AACIX weaknesses from our perspective:

  • AACIX net assets are $72.10 million. This fund is not a popular choice with retail investors.
  • AACIX 3-year return is 9.94%, which is lower than the 3-year return of the benchmark index (Russell Mid Cap Value TR USD), 11.54%.
  • AACIX expense ratio is 0.95%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the AACIX review, we covered AACIX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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