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15 important things you should know about American Beacon AAGPX mutual fund

Updated: September 27, 2020
17
Bull Case
  • No sales load or distribution fees
Bear Case
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio

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

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

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

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

  1. Describe American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares (AAGPX).
  2. What are AAGPX holdings?
  3. What is AAGPX performance? What are AAGPX historical returns?
  4. How many up and down years did AAGPX have historically?
  5. What is AAGPX dividend yield?
  6. What is AAGPX minimum initial investment amount?
  7. What is AAGPX expense ratio?
  8. Does AAGPX have any sales loads or 12b-1 distribution expenses?
  9. What is AAGPX tax efficiency (tax-cost ratio)?
  10. What is AAGPX beta? How would you assess AAGPX risk?
  11. What is AAGPX Sharpe ratio?
  12. What is AAGPX Finny Score? AAGPX buy or sell?
  13. What are the pros of investing in AAGPX? What are AAGPX buy reasons?
  14. What are the cons of investing in AAGPX? What are AAGPX 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 Large Cap Value Fund; Investor Class Shares (AAGPX).

The Fund seeks long-term capital appreciation and current income by typically investing in equity securities of U.S. companies with market capitalizations of $5 billion or more at the time of investment.

2. What are AAGPX top holdings?

AAGPX has 198 stock holdings and 0 bond holdings.

The top 10 holdings represent 20.23% of total assets. Here are the top holdings:

Name Symbol % Assets
Medtronic PLC MDT 2.41%
E-mini S&P 500 Futures June20 ESM0 2.30%
JPMorgan Chase & Co JPM 2.30%
American International Group Inc AIG 2.28%
Comcast Corp Class A CMCSA 2.22%
Goldman Sachs Group Inc GS 2.17%
Citigroup Inc C 1.82%
Anthem Inc ANTM 1.62%
Texas Instruments Inc TXN 1.58%
Wells Fargo & Co WFC 1.53%

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

AAGPX has generated the following returns:

  • 1-month return is -2.13%;
  • 3-month return is 1.93%;
  • 1-year return is -9.36%;
  • 3-year return is 0.72%;
  • 5-year return is 5.51%;
  • 10-year return is 8.56%;
  • 15-year return is 5.68%.

4. How many up and down years did AAGPX have historically?

In the last 10 years, AAGPX had 7 up years and 3 down years.

AAGPX up and down years

5. What is AAGPX dividend yield?

AAGPX yield is 2.09%.

6. What is AAGPX minimum initial investment amount?

AAGPX minimum initial investment amount is $3.00K.

7. What is AAGPX expense ratio?

AAGPX expense ratio is 0.95%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AAGPX expenses

8. Does AAGPX have any sales loads or 12b-1 distribution expenses?

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

9. What is AAGPX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.6%;
  • 3-year ax cost ratio is 2.63%.
AAGPX tax costs

10. What is AAGPX beta? How would you assess AAGPX risk?

  • 3-year beta is 1.18;
  • 5-year beta is 1.16;
  • 10-year beta is 1.14.
AAGPX Beta

11. What is AAGPX Sharpe ratio?

  • 3-year Sharpe ratio is 0.05;
  • 5-year Sharpe ratio is 0.19;
  • 10-year Sharpe ratio is 0.61.
AAGPX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 17. Our quantitative analysis shows 1 reason to buy and 5 reasons to sell it, resulting in the Finny Score of 17.

13. What are the pros of investing in AAGPX? What are AAGPX buy reasons?

The following are AAGPX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in AAGPX? What are AAGPX negatives?

The following are AAGPX weaknesses from our perspective:

  • <strong>AAGPX 3-year return</strong> is 0.72%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 3.35%.
  • <strong>AAGPX 5-year return</strong> is 5.51%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 7.63%.
  • <strong>AAGPX 10-year return</strong> is 8.56%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.17%.
  • <strong>AAGPX 15-year return</strong> is 5.68%, which is lower than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.38%.
  • <strong>AAGPX expense ratio</strong> is 0.95%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the AAGPX review, we covered AAGPX 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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