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

Updated: September 27, 2020
50
Bull Case
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • High expense ratio

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

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

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

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

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

The Fund seeks long-term total return of capital, primarily through capital appreciation and some income. The Fund invests in a diversified portfolio of large stocks. American Beacon Funds defines "large stocks" as those whose market capitalization falls with the range of the Russell 1000 Index at the time of investment.

2. What are BRLVX top holdings?

BRLVX has 98 stock holdings and 1 bond holdings.

The top 10 holdings represent 17.64% of total assets. Here are the top holdings:

Name Symbol % Assets
E-mini S&P 500 Futures June20 ESM0 2.67%
Procter & Gamble Co PG 1.93%
Amgen Inc AMGN 1.88%
Pfizer Inc PFE 1.88%
Biogen Inc BIIB 1.83%
Micron Technology Inc MU 1.60%
Hormel Foods Corp HRL 1.56%
Waste Management Inc WM 1.50%
Bank of America Corp BAC 1.40%
Norfolk Southern Corp NSC 1.39%

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

BRLVX has generated the following returns:

  • 1-month return is -2.28%;
  • 3-month return is 0.50%;
  • 1-year return is -12.28%;
  • 3-year return is -0.92%;
  • 5-year return is 4.34%;
  • 10-year return is 9.53%;
  • 15-year return is 6.69%.

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

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

BRLVX up and down years

5. What is BRLVX dividend yield?

BRLVX yield is 1.97%.

6. What is BRLVX minimum initial investment amount?

BRLVX minimum initial investment amount is $250.00K.

7. What is BRLVX expense ratio?

BRLVX expense ratio is 0.72%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

BRLVX expenses

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

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

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

  • 1-year ax cost ratio is 1.29%;
  • 3-year ax cost ratio is 1.56%.
BRLVX tax costs

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

  • 3-year beta is 1.20;
  • 5-year beta is 1.15;
  • 10-year beta is 1.09.
BRLVX Beta

11. What is BRLVX Sharpe ratio?

  • 3-year Sharpe ratio is -0.02;
  • 5-year Sharpe ratio is 0.17;
  • 10-year Sharpe ratio is 0.68.
BRLVX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 3 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 50.

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

The following are BRLVX strengths from our perspective:

  • <strong>BRLVX 10-year return</strong> is 9.53%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.17%.
  • <strong>BRLVX 15-year return</strong> is 6.69%, which is higher than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.38%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in BRLVX? What are BRLVX negatives?

The following are BRLVX weaknesses from our perspective:

  • <strong>BRLVX 3-year return</strong> is -0.92%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 3.35%.
  • <strong>BRLVX 5-year return</strong> is 4.34%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 7.63%.
  • <strong>BRLVX expense ratio</strong> is 0.72%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the BRLVX review, we covered BRLVX 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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