About ALVCX
The American Beacon Large Cap Value Fund Class C is a mutual fund that primarily targets long-term capital appreciation and current income by investing in large-capitalization U.S. equities exhibiting value characteristics. The fund's strategy emphasizes companies with attractive valuations, strong fundamentals, and favorable long-term growth prospects, typically selecting firms from the top 70% of the U.S. equity market by market capitalization. Through a multi-manager approach, the fund leverages the expertise of different portfolio managers, which helps diversify investment styles and mitigate manager-specific risk. It incorporates both fundamental and quantitative analysis, seeking stocks with low price ratios, high dividend yields, sustainable competitive advantages, and positive industry dynamics. The fund also integrates environmental, social, and governance (ESG) considerations into its investment process, aiming to identify companies that align with responsible investing principles. In the broader financial market, this fund serves investors looking for exposure to established U.S. companies with relatively lower valuations, playing a significant role for those prioritizing both risk management and the potential for steady long-term returns within diversified portfolios.
Fund Family American Beacon
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ALVCX
Share Class C Class
Index Russell 1000 Value TR
ALVCX had a total return of 15.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.55%.
