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

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

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

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

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

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

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 AMPAX top holdings?

AMPAX has 114 stock holdings and 0 bond holdings.

The top 10 holdings represent 17.18% of total assets. Here are the top holdings:

Name Symbol % Assets
Axis Capital Holdings Ltd AXS 2.50%
E-mini S&P MidCap 400 Future Mar 20 EMDH0 2.15%
MGM Growth Properties LLC A MGP 1.89%
Westinghouse Air Brake Technologies Corp WAB 1.79%
Stanley Black & Decker Inc SWK 1.69%
Marvell Technology Group Ltd MRVL 1.59%
Edison International EIX 1.47%
Universal Health Services Inc Class B UHS 1.40%
Fifth Third Bancorp FITB 1.39%
Lear Corp LEA 1.31%

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

AMPAX has generated the following returns:

  • 1-month return is 1.27%;
  • 3-month return is -31.82%;
  • 1-year return is -26.26%;
  • 3-year return is -8.34%;
  • 5-year return is -2.67%;
  • 10-year return is 5.74%.

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

In the last 10 years, AMPAX had 8 up years and 2 down years.

5. What is AMPAX dividend yield?

AMPAX yield is 1.28%.

6. What is AMPAX minimum initial investment amount?

AMPAX minimum initial investment amount is $3.00K.

7. What is AMPAX expense ratio?

AMPAX expense ratio is 1.13%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 0.52%;
  • 3-year ax cost ratio is 0.97%.

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

  • 3-year beta is 1.49;
  • 5-year beta is 1.41;
  • 10-year beta is 1.29;
  • 15-year beta is 1.25.

11. What is AMPAX Sharpe ratio?

  • 3-year Sharpe ratio is -0.47;
  • 5-year Sharpe ratio is -0.18;
  • 10-year Sharpe ratio is 0.31;
  • 15-year Sharpe ratio is 0.24.

Analysis

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

AMPAX Finny Score is 10. Our quantitative analysis shows 1 reason to buy AMPAX and 9 reasons to sell it, resulting in the Finny Score of 10.

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

The following are AMPAX 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 AMPAX? What are AMPAX negatives?

The following are AMPAX weaknesses from our perspective:

  • AMPAX net assets are $241.20 million. This fund is not a popular choice with retail investors.
  • AMPAX 3-year return is -8.34%, which is lower than the 3-year return of the benchmark index (Russell Mid Cap Value TR USD), -2.02%.
  • AMPAX 5-year return is -2.67%, which is lower than the 5-year return of the benchmark index (Russell Mid Cap Value TR USD), 1.7%.
  • AMPAX 10-year return is 5.74%, which is lower than the 10-year return of the benchmark index (Russell Mid Cap Value TR USD), 8.96%.
  • AMPAX expense ratio is 1.13%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • AMPAX 3-year Beta is 1.49, 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.
  • AMPAX 5-year Beta is 1.41, 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.
  • AMPAX 10-year Beta is 1.29, which is higher than the index (S&P 500 TR USD) 10-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 10 years.
  • AMPAX 15-year Beta is 1.25, which is higher than the index (S&P 500 TR USD) 15-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 15 years.
In the AMPAX review, we covered AMPAX 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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