About BWLAX
American Beacon Man Large Cap Value Fund A is an actively managed mutual fund focused on delivering long-term total return, primarily through capital appreciation alongside some income generation. The fund seeks to achieve its objectives by investing in a diversified portfolio of large-capitalization value stocks, primarily those listed on major U.S. exchanges such as the New York Stock Exchange and NASDAQ. At least 80% of its assets are allocated to stocks that fall within the large-cap value category, as defined by the market capitalization range of the Russell 1000 Index at the time of investment.
The fund is managed by Numeric Investors LLC, a subsidiary of Man Group plc, which employs a fundamentally driven quantitative approach. This process combines systematic, bottom-up security selection with a focus on attractive valuations, positive long-term growth prospects, and sustainable competitive advantages. The fund targets companies across diverse industries, with a particular emphasis on those displaying favorable industry dynamics and robust fundamentals. Notably, the manager incorporates environmental, social, and governance (ESG) considerations into its investment process.
Since inception, the fund has positioned itself as a core holding for investors seeking exposure to value-oriented large U.S. companies, balancing potential downside risk with moderate growth potential.
Fund Family American Beacon
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BWLAX
Share Class A Class
Index Russell 1000 Value TR
BWLAX had a total return of 38.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.81%.
