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

Updated: March 06, 2021
33
Bull Case
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • High expense ratio

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

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

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

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

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

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 BWLYX top holdings?

BWLYX has 94 stock holdings and 0 bond holdings.

The top 10 holdings represent 15.31% of total assets. Here are the top holdings:

Name Symbol % Assets
Future on S&P500 Sep20 N/A 2.88%
Micron Technology Inc MU 1.61%
Procter & Gamble Co PG 1.43%
DISH Network Corp Class A DISH 1.41%
Pfizer Inc PFE 1.41%
Biogen Inc BIIB 1.40%
Fastenal Co FAST 1.30%
Ameriprise Financial Inc AMP 1.29%
IHS Markit Ltd INFO 1.29%
Waste Management Inc WM 1.29%

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

BWLYX has generated the following returns:

  • 1-month return is 1.63%;
  • 3-month return is 8.32%;
  • 1-year return is 8.32%;
  • 3-year return is 2.75%;
  • 5-year return is 9.09%;
  • 10-year return is 10.01%.

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

In the last 10 years, BWLYX had 7 up years and 3 down years.

BWLYX up and down years

5. What is BWLYX dividend yield?

BWLYX yield is 0%.

6. What is BWLYX minimum initial investment amount?

BWLYX minimum initial investment amount is $100.00K.

7. What is BWLYX expense ratio?

BWLYX expense ratio is 0.8%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

BWLYX expenses

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

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

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

  • 1-year ax cost ratio is 2.59%;
  • 3-year ax cost ratio is 1.98%.
BWLYX tax costs

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

BWLYX Beta

11. What is BWLYX Sharpe ratio?

  • 3-year Sharpe ratio is 0.07;
  • 5-year Sharpe ratio is 0.48;
  • 10-year Sharpe ratio is 0.65;
  • 15-year Sharpe ratio is 0.44.
BWLYX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 33. Our quantitative analysis shows 2 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 33.

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

The following are BWLYX strengths from our perspective:

  • BWLYX 10-year return is 10.01%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.4%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are BWLYX weaknesses from our perspective:

  • BWLYX net assets are $253.40 million. This fund is not a popular choice with retail investors.
  • BWLYX 3-year return is 2.75%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 8.23%.
  • BWLYX 5-year return is 9.09%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.02%.
  • BWLYX expense ratio is 0.8%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the BWLYX review, we covered BWLYX 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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