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

Updated: November 20, 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 BLYYX “stock” price, you can quickly find it out by visiting Finny and typing "BLYYX quote". If you’re looking for a quick scoop on BLYYX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "BLYYX". You’ll get all this info in one place.

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

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

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

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

The Fund seeks to provide long-term total return of capital, primarily through capital appreciation. The Fund invests in a diversified portfolio of large stocks that are listed on the New York Stock Exchange, the American Stock Exchange, and NASDAQ.

2. What are BLYYX top holdings?

BLYYX has 77 stock holdings and 0 bond holdings.

The top 10 holdings represent 27.11% of total assets. Here are the top holdings:

Name Symbol % Assets
Amazon.com Inc AMZN 3.63%
Apple Inc AAPL 3.62%
Microsoft Corp MSFT 3.10%
Micron Technology Inc MU 2.67%
State Street Instl US Govt MMkt Slct GVSXX 2.51%
Future on S&P500 Sep20 N/A 2.43%
PayPal Holdings Inc PYPL 2.40%
RingCentral Inc Class A RNG 2.37%
UnitedHealth Group Inc UNH 2.36%
Lululemon Athletica Inc LULU 2.02%

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

BLYYX has generated the following returns:

  • 1-month return is 0.11%;
  • 3-month return is 5.37%;
  • 1-year return is 28.73%;
  • 3-year return is 15.40%;
  • 5-year return is 14.52%;
  • 10-year return is 14.94%.

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

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

BLYYX up and down years

5. What is BLYYX dividend yield?

BLYYX yield is 0%.

6. What is BLYYX minimum initial investment amount?

BLYYX minimum initial investment amount is $100.00K.

7. What is BLYYX expense ratio?

BLYYX expense ratio is 0.87%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

BLYYX expenses

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

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

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

  • 1-year ax cost ratio is 2.27%;
  • 3-year ax cost ratio is 2.18%.
BLYYX tax costs

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

  • 3-year beta is 1.10;
  • 5-year beta is 1.07;
  • 10-year beta is 1.08.
BLYYX Beta

11. What is BLYYX Sharpe ratio?

  • 3-year Sharpe ratio is 0.74;
  • 5-year Sharpe ratio is 0.84;
  • 10-year Sharpe ratio is 0.98.
BLYYX 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 BLYYX? What are BLYYX buy reasons?

The following are BLYYX 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 BLYYX? What are BLYYX negatives?

The following are BLYYX weaknesses from our perspective:

  • <strong>BLYYX net assets</strong> are $3.00 million. This fund is not a popular choice with retail investors.
  • <strong>BLYYX 3-year return</strong> is 15.4%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 22.09%.
  • <strong>BLYYX 5-year return</strong> is 14.52%, which is lower than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 19.25%.
  • <strong>BLYYX 10-year return</strong> is 14.94%, which is lower than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 16.95%.
  • <strong>BLYYX expense ratio</strong> is 0.87%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the BLYYX review, we covered BLYYX 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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