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

Updated: November 20, 2020
14
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
  • 15-year return below the benchmark
  • High expense ratio

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

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

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

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

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

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 BRLGX top holdings?

BRLGX 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 BRLGX performance? What are BRLGX historical returns?

BRLGX has generated the following returns:

  • 1-month return is 0.08%;
  • 3-month return is 5.34%;
  • 1-year return is 28.83%;
  • 3-year return is 15.48%;
  • 5-year return is 14.61%;
  • 10-year return is 14.99%;
  • 15-year return is 10.05%.

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

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

BRLGX up and down years

5. What is BRLGX dividend yield?

BRLGX yield is 0%.

6. What is BRLGX minimum initial investment amount?

BRLGX minimum initial investment amount is $250.00K.

7. What is BRLGX expense ratio?

BRLGX expense ratio is 0.81%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

BRLGX expenses

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

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

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

  • 1-year ax cost ratio is 2.26%;
  • 3-year ax cost ratio is 2.17%.
BRLGX tax costs

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

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

11. What is BRLGX Sharpe ratio?

  • 3-year Sharpe ratio is 0.74;
  • 5-year Sharpe ratio is 0.84;
  • 10-year Sharpe ratio is 0.98.
BRLGX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.

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

The following are BRLGX 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 BRLGX? What are BRLGX negatives?

The following are BRLGX weaknesses from our perspective:

  • <strong>BRLGX net assets</strong> are $101.20 million. This fund is not a popular choice with retail investors.
  • <strong>BRLGX 3-year return</strong> is 15.48%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 22.09%.
  • <strong>BRLGX 5-year return</strong> is 14.61%, which is lower than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 19.25%.
  • <strong>BRLGX 10-year return</strong> is 14.99%, which is lower than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 16.95%.
  • <strong>BRLGX 15-year return</strong> is 10.05%, which is lower than the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 12.33%.
  • <strong>BRLGX expense ratio</strong> is 0.81%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the BRLGX review, we covered BRLGX 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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