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

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

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 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 ABLYX performance? What are ABLYX historical returns?

ABLYX has generated the following returns:

  • 1-month return is -2.13%;
  • 3-month return is 2.00%;
  • 1-year return is -9.11%;
  • 3-year return is 1.00%;
  • 5-year return is 5.78%;
  • 10-year return is 8.85%.

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.

ABLYX up and 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.

ABLYX 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%.
ABLYX tax costs

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

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

11. What is ABLYX Sharpe ratio?

  • 3-year Sharpe ratio is 0.07;
  • 5-year Sharpe ratio is 0.21;
  • 10-year Sharpe ratio is 0.62.
ABLYX 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 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:

  • <strong>ABLYX net assets</strong> are $317.70 million. This fund is not a popular choice with retail investors.
  • <strong>ABLYX 3-year return</strong> is 1%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 3.35%.
  • <strong>ABLYX 5-year return</strong> is 5.78%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 7.63%.
  • <strong>ABLYX 10-year return</strong> is 8.85%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.17%.
  • <strong>ABLYX expense ratio</strong> is 0.68%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
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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