14 important things you should know about American Beacon ABLYX mutual fund

Updated: June 27, 2020
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Before we start: if you’re looking for ABLYX “stock” price, you can quickly find it out by visiting Finny and typing "ABLYX quote". If you’re looking for a quick scoop on ABLYX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ABLYX". You’ll get all this info in one place.

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

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

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

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

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 ABLYX top holdings?

ABLYX has 198 stock holdings and 0 bond holdings.

The top 10 holdings represent 22.68% of total assets. Here are the top holdings:

Name Symbol % Assets
JPMorgan Chase & Co JPM 2.60%
General Electric Co GE 2.55%
Medtronic PLC MDT 2.52%
Wells Fargo & Co WFC 2.48%
E-mini S&P 500 Futures Mar20 ESH0 2.47%
Comcast Corp Class A CMCSA 2.46%
American International Group Inc AIG 2.06%
Microsoft Corp MSFT 2.02%
Oracle Corp ORCL 1.77%
Citigroup Inc C 1.75%

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

ABLYX has generated the following returns:

  • 1-month return is 0.58%;
  • 3-month return is -22.96%;
  • 1-year return is -14.03%;
  • 3-year return is -0.55%;
  • 5-year return is 1.53%;
  • 10-year return is 7.71%.

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

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

5. What is ABLYX dividend yield?

ABLYX yield is 2.22%.

6. What is ABLYX minimum initial investment amount?

ABLYX minimum initial investment amount is $100.00K.

7. What is ABLYX expense ratio?

ABLYX expense ratio is 0.68%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 2.52%;
  • 3-year ax cost ratio is 2.54%.

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

  • 3-year beta is 1.13;
  • 5-year beta is 1.12;
  • 10-year beta is 1.10;
  • 15-year beta is 1.08.

11. What is ABLYX Sharpe ratio?

  • 3-year Sharpe ratio is 0.20;
  • 5-year Sharpe ratio is 0.28;
  • 10-year Sharpe ratio is 0.66;
  • 15-year Sharpe ratio is 0.39.

Analysis

12. What is ABLYX Finny Score? ABLYX buy or sell?

ABLYX Finny Score is 13. Our quantitative analysis shows 1 reason to buy ABLYX and 7 reasons to sell it, resulting in the Finny Score of 13.

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

The following are ABLYX 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 ABLYX? What are ABLYX negatives?

The following are ABLYX weaknesses from our perspective:

  • ABLYX net assets are $317.70 million. This fund is not a popular choice with retail investors.
  • ABLYX 3-year return is -0.55%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 1.11%.
  • ABLYX 5-year return is 1.53%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 3.47%.
  • ABLYX 10-year return is 7.71%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 9.24%.
  • ABLYX expense ratio is 0.68%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • ABLYX 3-year Beta is 1.13, which is higher than the index (S&P 500 TR USD) 3-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 3 years.
  • ABLYX 5-year Beta is 1.12, which is higher than the index (S&P 500 TR USD) 5-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 5 years.
In the ABLYX review, we covered ABLYX 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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