About BRLVX
American Beacon Man Large Cap Value Fund R5 Class is a mutual fund focused on delivering long-term total return primarily through capital appreciation, with an added objective of generating some income. This fund invests mainly in large-capitalization U.S. companies that are considered undervalued relative to their intrinsic worth, following a value investment strategy. The fund targets a broad range of sectors, including basic materials, healthcare, financial services, industrials, and communication services, with a diversified portfolio typically holding around 80 equity securities. It is managed by multiple sub-advisors to leverage complementary investment approaches, which helps diversify risk and enhances potential for performance across market cycles. The R5 Class is structured for retirement plans and institutional investors, featuring a competitive expense ratio and high minimum initial investment. With an emphasis on value stocks, the fund aims to temper downside risk while maintaining consistent exposure to companies with strong fundamentals, making it a significant player within the large value segment of the U.S. equity market.
Fund Family American Beacon
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BRLVX
Share Class R5 Class
Index Russell 1000 Value TR
BRLVX had a total return of 39.07% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.21%.
